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Companies

Fairstone continues expansion strategy with two more buys

Companies

Fairstone continues expansion strategy with two more buys

The firm has expanded into County Durham, Wales and Hampshire

clock 02 November 2023 • 1 min read
Lumin Wealth acquires Buckinghamshire advice firm adding £95m AUM

Companies

Lumin Wealth acquires Buckinghamshire advice firm adding £95m AUM

The firm has snapped up B W Financial Consultants

clock 01 November 2023 • 1 min read
London-based advice firm joins Saltus' partnership programme

Companies

London-based advice firm joins Saltus' partnership programme

Advies aims to ‘scale up’ with the programme’s tailored support

clock 30 October 2023 • 2 min read
CII chief executive Alan Vallance to step down in 2024

Companies

CII chief executive Alan Vallance to step down in 2024

Vallance: Leading the CII has 'been a privilege'

clock 26 October 2023 • 2 min read
CII dispute results in PFS spending £1m on legal and advice costs

Companies

CII dispute results in PFS spending £1m on legal and advice costs

The process of strengthening its governance functions was ‘interrupted'

clock 25 October 2023 • 2 min read
Continuum sees adviser numbers increase by 15% year-on-year

Companies

Continuum sees adviser numbers increase by 15% year-on-year

Assets under advice have also increased by 22% at the national IFA

clock 24 October 2023 • 1 min read
Ex-Quilter investment manager launches financial planning firm

Companies

Ex-Quilter investment manager launches financial planning firm

Nicholas Hawkins has launched NH Wealth

clock 24 October 2023 • 1 min read
Perspective snaps up another two advice firms adding £390m in AUM

Companies

Perspective snaps up another two advice firms adding £390m in AUM

The group now has £7bn assets under management

clock 23 October 2023 • 2 min read
Quilter platform records strong results with gross inflow increase

Companies

Quilter platform records strong results with gross inflow increase

Gross inflows onto the platform rose by 20% compared to the year before

clock 18 October 2023 • 2 min read
World Menopause Day: Quilter's initiative for advisers and staff

Companies

World Menopause Day: Quilter's initiative for advisers and staff

The firm has partnered with an online clinic to offer free menopause support

clock 18 October 2023 • 1 min read
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