Companies

PFS president Sarah Lord joins Cooper Parry Wealth

People

PFS president Sarah Lord joins Cooper Parry Wealth

Firm's first chief growth officer

clock 06 October 2021 • 1 min read
Nutmeg posts £15m loss in 2020

Companies

Nutmeg posts £15m loss in 2020

Robo-adviser remains unprofitable but losses shrink

clock 05 October 2021 • 1 min read
Pareto Financial Planning partners with accountantcy firm

Your profession

Pareto Financial Planning partners with accountantcy firm

Manchester-based businesses

clock 29 September 2021 • 1 min read
Ken Davy returns as Fintel chairman after Gary Hughes exit

Companies

Ken Davy returns as Fintel chairman after Gary Hughes exit

Chairman for six months

clock 29 September 2021 • 1 min read
Alpha UK Holdings acquires IFA Holborn Financial

Companies

Alpha UK Holdings acquires IFA Holborn Financial

First acquisition in series of IFA purchases

clock 03 September 2021 • 2 min read
Sylvan launches advisory board and makes first appointment

Companies

Sylvan launches advisory board and makes first appointment

IFA firm formed during pandemic

clock 02 September 2021 • 2 min read
IWP adds £167m in assets with Encompass acquisition

Companies

IWP adds £167m in assets with Encompass acquisition

Expansion in Hampshire

clock 01 September 2021 • 1 min read
Mattioli Woods acquisition of Ludlow Wealth Management faces delays

Companies

Mattioli Woods acquisition of Ludlow Wealth Management faces delays

One-month extension

clock 01 September 2021 • 1 min read
Courtiers continues expansion with Davidsons IFA acquisition

Companies

Courtiers continues expansion with Davidsons IFA acquisition

Completed earlier this month

clock 26 August 2021 • 1 min read
IFA wins £250k Sky Zero Footprint Fund prize

Companies

IFA wins £250k Sky Zero Footprint Fund prize

Potential remains to win £1m

clock 05 August 2021 • 2 min read