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Companies

Cardiff firm declared failed by FSCS over investment advice

Companies

Cardiff firm declared failed by FSCS over investment advice

Welsh firm Mackie Wealth Management is no longer trading

clock 21 June 2024 • 1 min read
Hargreaves Lansdown receives revised £5.4bn bid from PE consortium

Companies

Hargreaves Lansdown receives revised £5.4bn bid from PE consortium

Bid led by private equity consertium CVC Capital Partners

clock 18 June 2024 • 1 min read
Adviser numbers up at Tatton as it sets £30bn AUM target

Companies

Adviser numbers up at Tatton as it sets £30bn AUM target

‘Our IFA community is going from strength to strength’

clock 18 June 2024 • 2 min read
ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Companies

ValidPath supports Herefordshire-based IFA firm Winnell Douglas

Part of the IFA network’s ‘succession solution’ programme

clock 11 June 2024 • 2 min read
Hoxton Capital's AUM tops £1.6bn with third IFA buy of the year

Companies

Hoxton Capital's AUM tops £1.6bn with third IFA buy of the year

International advice firm has acquired Devine Financial Management

clock 06 June 2024 • 1 min read
Succession Wealth buys £900m advice firm London Wall Partners

Companies

Succession Wealth buys £900m advice firm London Wall Partners

Firm’s fourth buy under Aviva ownership and its second in 2024

clock 05 June 2024 • 1 min read
Quilter Financial Planning adds four AR firms to its network

Companies

Quilter Financial Planning adds four AR firms to its network

Ex-St James's Place adviser's firm among the four new joiners

clock 05 June 2024 • 2 min read
Milecross Financial acquires Surrey practice adding £40m in assets

Companies

Milecross Financial acquires Surrey practice adding £40m in assets

National advice firm’s second acquisition this year

clock 04 June 2024 • 1 min read
Karl Dines exits SimplyBiz to launch IFA support business

Companies

Karl Dines exits SimplyBiz to launch IFA support business

Financial services veteran launches Open Door Policy

clock 04 June 2024 • 1 min read
Canaccord Genuity buys £900m Cambridge planning firm

Companies

Canaccord Genuity buys £900m Cambridge planning firm

Its acquisition of Cantab is expected to be completed in September

clock 03 June 2024 • 1 min read
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