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Companies

Newcastle Financial Advisers acquires retiring couple's planning firm

Companies

Newcastle Financial Advisers acquires retiring couple's planning firm

Advice firm has snapped up County Durham-based Orchard Financial Management

clock 10 April 2025 • 2 min read
Consolidation of consolidators to ramp up amid 'new phase'

Companies

Consolidation of consolidators to ramp up amid 'new phase'

Mattioli Woods and Kingswood main one to watch

clock 10 April 2025 • 3 min read
Advertising watchdog sides with Barclays after sustainability complaint

Companies

Advertising watchdog sides with Barclays after sustainability complaint

Barclays Investment Bank accused of not disclosing emissions information

clock 09 April 2025 • 3 min read
Three firms declared failed by FSCS

Companies

Three firms declared failed by FSCS

Over investment and pensions advice

clock 09 April 2025 • 2 min read
Quilter buys former planner's NHS pension specialist MediFintech

Companies

Quilter buys former planner's NHS pension specialist MediFintech

Founded by former Quilter financial planner Graham Crossley

clock 07 April 2025 • 2 min read
Sudden departures and a government review – what next for the FOS?

Companies

Sudden departures and a government review – what next for the FOS?

A look at the Ombudsman’s roadmap to modernisation

clock 07 April 2025 • 6 min read
CII executive and PFS director Mathew Mallett exits

People

CII executive and PFS director Mathew Mallett exits

To ‘explore other opportunities’

clock 04 April 2025 • 2 min read
FSCS declares two advice firms failed

Companies

FSCS declares two advice firms failed

Inspirational Financial Management and Attanta are no longer trading

clock 04 April 2025 • 2 min read
Advice duo set up own firm after previous MBO fell through

Companies

Advice duo set up own firm after previous MBO fell through

Simon Fettroll and Mark Ventham founded Cesta Financial Planning

clock 01 April 2025 • 5 min read
SJP partner practice Morrinson Wealth Management closes down

Companies

SJP partner practice Morrinson Wealth Management closes down

Advisers and clients have been transferred to Fortura Financial Partners

clock 31 March 2025 • 1 min read
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