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Companies

Perspective adds £205m in assets with twentieth acquisition of 2023

Companies

Perspective adds £205m in assets with twentieth acquisition of 2023

The group has snapped up Primera Wealth Management

clock 23 November 2023 • 2 min read
Advice firm restricted by FCA after failing to pay British Steel redress

Companies

Advice firm restricted by FCA after failing to pay British Steel redress

KBFS Financial is now prevented from carrying out regulated activity

clock 15 November 2023 • 1 min read
Titan Wealth acquires Bristol-based advice firm adding £4bn AUM

Companies

Titan Wealth acquires Bristol-based advice firm adding £4bn AUM

Derek Miles will become CEO of Titan Wealth's financial planning division

clock 13 November 2023 • 1 min read
Fairstone records growth in adviser and client numbers

Companies

Fairstone records growth in adviser and client numbers

Firm is to make a ‘major’ investment in adviser platform technology

clock 13 November 2023 • 2 min read
FSCS declares Birmingham-based British Steel firm failed

Companies

FSCS declares Birmingham-based British Steel firm failed

Birmingham firm DC Financial is no longer trading

clock 13 November 2023 • 1 min read
Canaccord Genuity snaps up Glasgow-based planner adding £220m

Companies

Canaccord Genuity snaps up Glasgow-based planner adding £220m

Wealth firm wants to expand the scale of its financial planning capacity

clock 10 November 2023 • 2 min read
Söderberg & Partners launches Seccl-powered adviser platform

Companies

Söderberg & Partners launches Seccl-powered adviser platform

The firm says there will be several additional platform functions in 2024

clock 06 November 2023 • 1 min read
FCA bans 'incompetent' adviser over British Steel transfers

Companies

FCA bans 'incompetent' adviser over British Steel transfers

Geoffrey Armin to pay £200,000 to FSCS after £4m handed out in redress

clock 03 November 2023 • 2 min read
Abrdn restructures Northern Ireland planning team

Companies

Abrdn restructures Northern Ireland planning team

Focused on its financial consultant and regional financial advice models

clock 03 November 2023 • 1 min read
True Potential chair and founder David Harrison steps down

Companies

True Potential chair and founder David Harrison steps down

He remains involved in the business as a strategic adviser to the board

clock 02 November 2023 • 1 min read
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