Companies

Companies

Perspective Financial Group acquires Corby-based planning firm

Northants and Cambs client base

clock 12 January 2021 • 2 min read

Companies

Transact purchases financial planning software provider Time4Advice

First acquisition of 2021

clock 11 January 2021 • 2 min read

Companies

Giles Dunning: The pitfalls to avoid when selling your IFA firm

Due diligence challenges

clock 07 December 2020 • 4 min read

Companies

Former PFS president joins Plan Works

Expansion plans

clock 30 November 2020 • 1 min read

Companies

ASH plans 'quality over quantity' growth after Network Direct rescue

Will grow network by offering a bespoke service

clock 24 November 2020 • 2 min read

Companies

Adviser Services Holdings hands 'lifeline' to Network Direct advisers

Network Direct in voluntary administration

clock 24 November 2020 • 1 min read

Companies

Consolidator Kingswood completes £3.45m Regency acquisition

Six IFAs and 1,000 clients

clock 18 November 2020 • 1 min read

Companies

AFH adviser recruitment up but inflows hit by pandemic

12-month trading update

clock 17 November 2020 • 1 min read

Companies

Advice firm Penguin Wealth swiftly resolves 'clever' email hack

Used company branding

clock 11 November 2020 • 2 min read

Companies

First Wealth becomes 'B Corp' certified during pandemic

'We aim to disrupt this industry to its core'

clock 15 October 2020 • 2 min read