Professional Adviser www.professionaladviser.com Manchester firm declared failed by FSCS over pensions advice <img alt="Manchester firm declared failed by FSCS over pensions advice" src="https://www.professionaladviser.com/api/v1/wps/e4f6cd8/11de8216-9ebb-4692-a62a-b38d49d67152/0/iStock-1580936583-679-419-185x114.jpg" /> <p><!--summary start--> Manchester-based advice firm Pension Advice Specialists, trading as Ashworth Wealth has been declared failed by the Financial Services Compensation Scheme (FSCS). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e4f6cd8/11de8216-9ebb-4692-a62a-b38d49d67152/0/iStock-1580936583-679-419-185x114.jpg https://www.professionaladviser.com/news/4189915/manchester-firm-declared-failed-fscs-pensions-advice https://www.professionaladviser.com/news/4189915/manchester-firm-declared-failed-fscs-pensions-advice https://www.professionaladviser.com/news/4189915/manchester-firm-declared-failed-fscs-pensions-advice Tue, 26 Mar 2024 14:22:24 +0000 Third Financial's 'laser-like' focus following Nucleus acquisition <img alt="Third Financial&#39;s &#39;laser-like&#39; focus following Nucleus acquisition" src="https://www.professionaladviser.com/api/v1/wps/be82c07/0d3481b6-9c0d-48f3-b18f-a667a2a097ff/3/Ian-Partington-185x114.jpg" /> <p><!--summary start--> Following Nucleus’ acquisition of Third Financial, subject to regulatory approval, Third Financial chief executive (CEO) Ian Partington talks to Isabel Baxter about his hopes for the partnership… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/be82c07/0d3481b6-9c0d-48f3-b18f-a667a2a097ff/3/Ian-Partington-185x114.jpg https://www.professionaladviser.com/interview/4189281/financials-laser-focus-following-nucleus-acquisition https://www.professionaladviser.com/interview/4189281/financials-laser-focus-following-nucleus-acquisition https://www.professionaladviser.com/interview/4189281/financials-laser-focus-following-nucleus-acquisition Tue, 26 Mar 2024 07:42:06 +0000 Fairstone makes first advice firm buy of 2024 adding £110m in assets <img alt="Fairstone makes first advice firm buy of 2024 adding £110m in assets" src="https://www.professionaladviser.com/api/v1/wps/5c65abf/ca2a05bb-607c-4c81-97d9-fcc0d0a68ad6/3/Lee-Hartley-185x114.jpg" /> <p><!--summary start--> Consolidator Fairstone has acquired Nottingham based independent advice firm James Ryan Thornhill (JRT). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5c65abf/ca2a05bb-607c-4c81-97d9-fcc0d0a68ad6/3/Lee-Hartley-185x114.jpg https://www.professionaladviser.com/news/4189471/fairstone-makes-advice-firm-2024-adding-gbp110m-assets https://www.professionaladviser.com/news/4189471/fairstone-makes-advice-firm-2024-adding-gbp110m-assets https://www.professionaladviser.com/news/4189471/fairstone-makes-advice-firm-2024-adding-gbp110m-assets Tue, 26 Mar 2024 05:40:43 +0000 Advice network focuses on paraplanning support with double acquisition <img alt="Advice network focuses on paraplanning support with double acquisition" src="https://www.professionaladviser.com/api/v1/wps/e0bbf23/88995e47-c506-4a7b-aeb3-c6670b2c2b06/1/iStock-1497323266-185x114.jpg" /> <p><!--summary start--> Advice network In Partnership has acquired paraplanning and administration support providers The Adviser Support Hub (TASH) and The Admin Pod (TAP). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e0bbf23/88995e47-c506-4a7b-aeb3-c6670b2c2b06/1/iStock-1497323266-185x114.jpg https://www.professionaladviser.com/news/4189284/advice-network-focuses-paraplanning-support-double-acquisition https://www.professionaladviser.com/news/4189284/advice-network-focuses-paraplanning-support-double-acquisition https://www.professionaladviser.com/news/4189284/advice-network-focuses-paraplanning-support-double-acquisition Mon, 25 Mar 2024 12:17:50 +0000 Entrepreneurial WIFA contender launches financial planning firm <img alt="Entrepreneurial WIFA contender launches financial planning firm" src="https://www.professionaladviser.com/api/v1/wps/2aceae6/a34645e2-984c-4e6d-992f-8550d33f8c78/8/Frankie-Smith-185x114.jpg" /> <p><!--summary start--> Former Women in Financial Advice Awards (WIFA) short-lister Frankie Smith has launched her own financial planning firm. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2aceae6/a34645e2-984c-4e6d-992f-8550d33f8c78/8/Frankie-Smith-185x114.jpg https://www.professionaladviser.com/interview/4186740/entrepreneurial-wifa-contender-launches-financial-planning-firm https://www.professionaladviser.com/interview/4186740/entrepreneurial-wifa-contender-launches-financial-planning-firm https://www.professionaladviser.com/interview/4186740/entrepreneurial-wifa-contender-launches-financial-planning-firm Thu, 21 Mar 2024 15:11:46 +0000 The Penny Group acquires Midlands-based HNW advice firm <img alt="The Penny Group acquires Midlands-based HNW advice firm" src="https://www.professionaladviser.com/api/v1/wps/83e47e0/003dc98a-a281-44e0-900e-83dc23c55d2c/6/4-Partners-185x114.png" /> <p><!--summary start--> Chartered financial planning firm The Penny Group (TPG) has completed its acquisition of Midlands-based Roberts Financial Consultancy (RFC). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/83e47e0/003dc98a-a281-44e0-900e-83dc23c55d2c/6/4-Partners-185x114.png https://www.professionaladviser.com/news/4184184/penny-group-acquires-midlands-hnw-advice-firm https://www.professionaladviser.com/news/4184184/penny-group-acquires-midlands-hnw-advice-firm https://www.professionaladviser.com/news/4184184/penny-group-acquires-midlands-hnw-advice-firm Tue, 12 Mar 2024 07:04:23 +0000 FCA fines advice firm nearly £900,000 over British Steel failings <img alt="FCA fines advice firm nearly £900,000 over British Steel failings" src="https://www.professionaladviser.com/api/v1/wps/1f6de79/065c658c-3f17-4dcb-8184-0558503ac8c6/7/iStock-172224432-185x114.jpg" /> <p><!--summary start--> The Financial Conduct Authority (FCA) has fined advice firm Inspirational Financial Management (IFM) £897,840 over British Steel advice and oversight failings. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1f6de79/065c658c-3f17-4dcb-8184-0558503ac8c6/7/iStock-172224432-185x114.jpg https://www.professionaladviser.com/news/4184097/fca-fines-advice-firm-nearly-gbp900-british-steel-failings https://www.professionaladviser.com/news/4184097/fca-fines-advice-firm-nearly-gbp900-british-steel-failings https://www.professionaladviser.com/news/4184097/fca-fines-advice-firm-nearly-gbp900-british-steel-failings Mon, 11 Mar 2024 12:21:05 +0000 Swindon advice firm declared failed by FSCS for pensions advice <img alt="Swindon advice firm declared failed by FSCS for pensions advice" src="https://www.professionaladviser.com/api/v1/wps/a5c086a/c4619090-4a5e-45c1-a097-32e081cc2373/5/iStock-1421859468-185x114.jpg" /> <p><!--summary start--> Swindon-based advice firm A.P. Financial Services UK has been declared failed by the Financial Services Compensation Scheme (FSCS). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a5c086a/c4619090-4a5e-45c1-a097-32e081cc2373/5/iStock-1421859468-185x114.jpg https://www.professionaladviser.com/news/4183991/swindon-advice-firm-declared-failed-fscs-pensions-advice https://www.professionaladviser.com/news/4183991/swindon-advice-firm-declared-failed-fscs-pensions-advice https://www.professionaladviser.com/news/4183991/swindon-advice-firm-declared-failed-fscs-pensions-advice Mon, 11 Mar 2024 09:52:14 +0000 Aviva confident for 2024 as operating profit up 9% last year <img alt="Aviva confident for 2024 as operating profit up 9% last year" src="https://www.professionaladviser.com/api/v1/wps/f9bd7e7/930ae27d-0ecb-4e8d-8625-1acaa34f37cf/5/Amanda-Blanc-185x114.jpg" /> <p><!--summary start--> Operating profit at Aviva was up 9% in 2023 as the group said it was confident for the year ahead. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/f9bd7e7/930ae27d-0ecb-4e8d-8625-1acaa34f37cf/5/Amanda-Blanc-185x114.jpg https://www.professionaladviser.com/news/4182806/aviva-confident-2024-operating-profit-last https://www.professionaladviser.com/news/4182806/aviva-confident-2024-operating-profit-last https://www.professionaladviser.com/news/4182806/aviva-confident-2024-operating-profit-last Thu, 7 Mar 2024 08:01:22 +0000 Quilter adjusted profit for 2023 jumps 25% to £167m <img alt="Quilter adjusted profit for 2023 jumps 25% to £167m " src="https://www.professionaladviser.com/api/v1/wps/d9f2eeb/df72a291-90a6-47b1-aca6-80033223d81f/3/LEVIN-Steven-Quilter-2022-185x114.jpg" /> <p><!--summary start--> Quilter’s adjusted profit before tax in 2023 increased by 25% to £167m compared to £134m in 2022, according to its preliminary results for the year ended 31 December. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d9f2eeb/df72a291-90a6-47b1-aca6-80033223d81f/3/LEVIN-Steven-Quilter-2022-185x114.jpg https://www.professionaladviser.com/news/4182079/quilter-adjusted-profit-2023-jumps-gbp167m https://www.professionaladviser.com/news/4182079/quilter-adjusted-profit-2023-jumps-gbp167m https://www.professionaladviser.com/news/4182079/quilter-adjusted-profit-2023-jumps-gbp167m Wed, 6 Mar 2024 08:01:15 +0000 St James's Place slumps 30% after £426m client refunds provision <img alt="St James&#39;s Place slumps 30% after £426m client refunds provision" src="https://www.professionaladviser.com/api/v1/wps/78e5179/b50af7d0-6976-4de2-92a8-8430ab55f004/3/FITZPATRICK-Mark-185x114.jpg" /> <p><!--summary start--> St James’s Place shares have slumped more than 30% after the wealth manager revealed it had made a £426m provision to refund clients on ongoing advice fees and slashed its dividend. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/78e5179/b50af7d0-6976-4de2-92a8-8430ab55f004/3/FITZPATRICK-Mark-185x114.jpg https://www.professionaladviser.com/news/4179372/st-jamess-slumps-gbp426m-client-refunds-provision https://www.professionaladviser.com/news/4179372/st-jamess-slumps-gbp426m-client-refunds-provision https://www.professionaladviser.com/news/4179372/st-jamess-slumps-gbp426m-client-refunds-provision Wed, 28 Feb 2024 09:32:33 +0000 St James's Place slumps 30% after £426m client refunds provision <img alt="St James&#39;s Place slumps 30% after £426m client refunds provision" src="https://www.professionaladviser.com/api/v1/wps/1e94cb5/b50af7d0-6976-4de2-92a8-8430ab55f004/33/FITZPATRICK-Mark-185x114.jpg" /> <p><!--summary start--> St James’s Place shares have slumped more than 30% after the wealth manager revealed it had made a £426m provision to refund clients on ongoing advice fees and slashed its dividend. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1e94cb5/b50af7d0-6976-4de2-92a8-8430ab55f004/33/FITZPATRICK-Mark-185x114.jpg https://www.professionaladviser.com/news/4179353/st-jamess-slumps-gbp426m-client-refunds-provision https://www.professionaladviser.com/news/4179353/st-jamess-slumps-gbp426m-client-refunds-provision https://www.professionaladviser.com/news/4179353/st-jamess-slumps-gbp426m-client-refunds-provision Wed, 28 Feb 2024 09:01:24 +0000 Two advice firms join Quilter Financial Planning network <img alt="Two advice firms join Quilter Financial Planning network" src="https://www.professionaladviser.com/api/v1/wps/3582fa2/2efc2cfa-2973-4833-8b76-6558467eeb9d/5/iStock-1136202060-185x114.jpg" /> <p><!--summary start--> Quilter Financial Planning has added two representative firms to its network, Professional Adviser has learnt. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3582fa2/2efc2cfa-2973-4833-8b76-6558467eeb9d/5/iStock-1136202060-185x114.jpg https://www.professionaladviser.com/news/4178646/advice-firms-join-quilter-financial-planning-network https://www.professionaladviser.com/news/4178646/advice-firms-join-quilter-financial-planning-network https://www.professionaladviser.com/news/4178646/advice-firms-join-quilter-financial-planning-network Mon, 26 Feb 2024 14:18:12 +0000 Standard Life and Fidelity unveil smoothed fund for advice sector <img alt="Standard Life and Fidelity unveil smoothed fund for advice sector" src="https://www.professionaladviser.com/api/v1/wps/9454899/3f5fe2ea-02b6-4024-ae47-5e339bcc56b2/4/iStock-1340179645-1-185x114.jpg" /> <p><!--summary start--> Standard Life and Fidelity International have partnered to launch a new smoothed fund. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9454899/3f5fe2ea-02b6-4024-ae47-5e339bcc56b2/4/iStock-1340179645-1-185x114.jpg https://www.professionaladviser.com/news/4178564/standard-life-fidelity-unveil-smoothed-fund-advice-sector https://www.professionaladviser.com/news/4178564/standard-life-fidelity-unveil-smoothed-fund-advice-sector https://www.professionaladviser.com/news/4178564/standard-life-fidelity-unveil-smoothed-fund-advice-sector Mon, 26 Feb 2024 11:24:21 +0000 Client risk tool hits market in bid to counter decumulation 'dilemma' <img alt="Client risk tool hits market in bid to counter decumulation &#39;dilemma&#39;" src="https://www.professionaladviser.com/api/v1/wps/e5a0751/b361d589-26a8-4cea-af8f-dfb2d5cbccd0/7/iStock-1169479391-185x114.jpg" /> <p><!--summary start--> Model portfolio service (MPS) provider Sparrows Capital is partnering with Just Group to launch a retirement income solution to bypass decumulation risks. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e5a0751/b361d589-26a8-4cea-af8f-dfb2d5cbccd0/7/iStock-1169479391-185x114.jpg https://www.professionaladviser.com/news/4178283/client-risk-tool-hits-market-bid-counter-decumulation-dilemma https://www.professionaladviser.com/news/4178283/client-risk-tool-hits-market-bid-counter-decumulation-dilemma https://www.professionaladviser.com/news/4178283/client-risk-tool-hits-market-bid-counter-decumulation-dilemma Mon, 26 Feb 2024 08:05:59 +0000 Inside Progeny's 'next generation advice journeys' project <img alt="Inside Progeny&#39;s &#39;next generation advice journeys&#39; project" src="https://www.professionaladviser.com/api/v1/wps/ffb59ea/8cd38f4a-0644-48dc-ae0e-cdbff8431007/2/Caroline-Hawkesley-wide-185x114.jpg" /> <p><!--summary start--> Following its announced partnership with financial services consultancy Alpha FMC to design ‘next generation advice journeys’, Progeny UK managing director Caroline Hawkesley tells Isabel Baxter about the importance being innovative and agile… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/ffb59ea/8cd38f4a-0644-48dc-ae0e-cdbff8431007/2/Caroline-Hawkesley-wide-185x114.jpg https://www.professionaladviser.com/interview/4177030/inside-progenys-generation-advice-journeys-project https://www.professionaladviser.com/interview/4177030/inside-progenys-generation-advice-journeys-project https://www.professionaladviser.com/interview/4177030/inside-progenys-generation-advice-journeys-project Thu, 22 Feb 2024 12:06:55 +0000 Hartley Pensions declared failed by FSCS after investigation <img alt="Hartley Pensions declared failed by FSCS after investigation" src="https://www.professionaladviser.com/api/v1/wps/fb193c4/e63db871-68da-4e23-82a2-731c07851cc4/6/iStock-1330680125-580-358-679-419-185x114.jpg" /> <p><!--summary start--> The Financial Services Compensation Scheme (FSCS) has declared Hartley Pensions in default following its investigation. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/fb193c4/e63db871-68da-4e23-82a2-731c07851cc4/6/iStock-1330680125-580-358-679-419-185x114.jpg https://www.professionaladviser.com/news/4177366/hartley-pensions-declared-failed-fscs-investigation https://www.professionaladviser.com/news/4177366/hartley-pensions-declared-failed-fscs-investigation https://www.professionaladviser.com/news/4177366/hartley-pensions-declared-failed-fscs-investigation Thu, 22 Feb 2024 12:03:11 +0000 Wealth and annuities sales boost 2023 success for Canada Life <img alt="Wealth and annuities sales boost 2023 success for Canada Life" src="https://www.professionaladviser.com/api/v1/wps/c72f3bd/59a1648d-dabc-4721-8af9-a73e0da33150/4/iStock-1325680818-185x114.jpg" /> <p><!--summary start--> Canada Life has posted record sales of individual annuities of £1.2bn, up 121% from 2022, its latest results show. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c72f3bd/59a1648d-dabc-4721-8af9-a73e0da33150/4/iStock-1325680818-185x114.jpg https://www.professionaladviser.com/news/4176880/wealth-annuities-sales-boost-2023-success-canada-life https://www.professionaladviser.com/news/4176880/wealth-annuities-sales-boost-2023-success-canada-life https://www.professionaladviser.com/news/4176880/wealth-annuities-sales-boost-2023-success-canada-life Wed, 21 Feb 2024 14:02:08 +0000 Aegon on its 'seamless' Nationwide planning team integration <img alt="Aegon on its &#39;seamless&#39; Nationwide planning team integration " src="https://www.professionaladviser.com/api/v1/wps/85cbbb4/e0102bc2-9803-429a-ba30-e11c8b62a79a/4/Tim-Orton-185x114.jpg" /> <p><!--summary start--> Following Aegon UK taking on Nationwide’s financial planning team to launch Aegon Financial Planning, Origen Financial Services – part of the Aegon group – chief executive Tim Orton sat down with Isabel Baxter to discuss how the transfer went <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/85cbbb4/e0102bc2-9803-429a-ba30-e11c8b62a79a/4/Tim-Orton-185x114.jpg https://www.professionaladviser.com/interview/4173103/aegon-seamless-nationwide-planning-team-integration https://www.professionaladviser.com/interview/4173103/aegon-seamless-nationwide-planning-team-integration https://www.professionaladviser.com/interview/4173103/aegon-seamless-nationwide-planning-team-integration Thu, 15 Feb 2024 15:05:07 +0000 How Albemarle Street Partners supports 'breakaway' advisers <img alt="How Albemarle Street Partners supports &#39;breakaway&#39; advisers" src="https://www.professionaladviser.com/api/v1/wps/a9c6a96/b37b46da-be18-42e9-901d-2b99b0086dd8/7/Eleanor-Williams-Albemarle-Street-Partners-185x114.png" /> <p><!--summary start--> With advisers usually left with the binary routes of either joining a consolidator or a network, Albemarle Street Partners partnership director Eleanor Williams sat down with Isabel Baxter to discuss the firm’s initiative to support advisers who wish to remain independent <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a9c6a96/b37b46da-be18-42e9-901d-2b99b0086dd8/7/Eleanor-Williams-Albemarle-Street-Partners-185x114.png https://www.professionaladviser.com/interview/4173110/albemarle-street-partners-supports-breakaway-advisers https://www.professionaladviser.com/interview/4173110/albemarle-street-partners-supports-breakaway-advisers https://www.professionaladviser.com/interview/4173110/albemarle-street-partners-supports-breakaway-advisers Tue, 13 Feb 2024 11:52:55 +0000 FCA warns on unauthorised tech-focused wealth manager <img alt="FCA warns on unauthorised tech-focused wealth manager" src="https://www.professionaladviser.com/api/v1/wps/7154946/c4619090-4a5e-45c1-a097-32e081cc2373/3/iStock-1421859468-185x114.jpg" /> <p><!--summary start--> The Financial Conduct Authority (FCA) has warned that tech orientated wealth manager Chester Financials is unauthorised. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/7154946/c4619090-4a5e-45c1-a097-32e081cc2373/3/iStock-1421859468-185x114.jpg https://www.professionaladviser.com/news/4172568/fca-warns-unauthorised-tech-focused-wealth-manager https://www.professionaladviser.com/news/4172568/fca-warns-unauthorised-tech-focused-wealth-manager https://www.professionaladviser.com/news/4172568/fca-warns-unauthorised-tech-focused-wealth-manager Mon, 12 Feb 2024 07:00:59 +0000 Nucleus snaps up fellow platform Third Financial taking assets to £90bn <img alt="Nucleus snaps up fellow platform Third Financial taking assets to £90bn" src="https://www.professionaladviser.com/api/v1/wps/8c2e6f0/cdeceb81-bab9-410c-b77b-addfdfbce626/4/Richard-Rowney-CEO-Nucleus-roi-1-185x114.png" /> <p><!--summary start--> Nucleus Financial Platforms has acquired investment platform Third Financial, subject to regulatory approval. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8c2e6f0/cdeceb81-bab9-410c-b77b-addfdfbce626/4/Richard-Rowney-CEO-Nucleus-roi-1-185x114.png https://www.professionaladviser.com/news/4172183/nucleus-snaps-fellow-platform-financial-taking-assets-gbp90bn https://www.professionaladviser.com/news/4172183/nucleus-snaps-fellow-platform-financial-taking-assets-gbp90bn https://www.professionaladviser.com/news/4172183/nucleus-snaps-fellow-platform-financial-taking-assets-gbp90bn Fri, 9 Feb 2024 10:10:00 +0000 Blankstone Sington declared failed by FSCS following administration <img alt="Blankstone Sington declared failed by FSCS following administration" src="https://www.professionaladviser.com/api/v1/wps/7a5f3a6/e63db871-68da-4e23-82a2-731c07851cc4/7/iStock-1330680125-580-358-679-419-185x114.jpg" /> <p><!--summary start--> Discretionary fund manager Blankstone Sington has been declared failed by the Financial Services Compensation Scheme (FSCS). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/7a5f3a6/e63db871-68da-4e23-82a2-731c07851cc4/7/iStock-1330680125-580-358-679-419-185x114.jpg https://www.professionaladviser.com/news/4171471/blankstone-sington-declared-failed-fscs-following-administration https://www.professionaladviser.com/news/4171471/blankstone-sington-declared-failed-fscs-following-administration https://www.professionaladviser.com/news/4171471/blankstone-sington-declared-failed-fscs-following-administration Thu, 8 Feb 2024 07:00:44 +0000 Aegon Financial Planning launches after Nationwide transfer <img alt="Aegon Financial Planning launches after Nationwide transfer" src="https://www.professionaladviser.com/api/v1/wps/d9e9af9/ad9a080f-4dc0-4616-a936-7fcb61eda000/4/iStock-1019177936-185x114.jpg" /> <p><!--summary start--> Aegon UK has launched Aegon Financial Planning following the completed transfer of Nationwide Building Society’s financial planning service with its 300 staff joining the provider. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d9e9af9/ad9a080f-4dc0-4616-a936-7fcb61eda000/4/iStock-1019177936-185x114.jpg https://www.professionaladviser.com/news/4169311/aegon-financial-planning-launches-nationwide-transfer https://www.professionaladviser.com/news/4169311/aegon-financial-planning-launches-nationwide-transfer https://www.professionaladviser.com/news/4169311/aegon-financial-planning-launches-nationwide-transfer Thu, 1 Feb 2024 11:05:37 +0000 Evelyn Partners records £2.1bn inflows as 'last year's headwinds ease' <img alt="Evelyn Partners records £2.1bn inflows as &#39;last year&#39;s headwinds ease&#39;" src="https://www.professionaladviser.com/api/v1/wps/701a0b9/8a639840-13f4-4219-a8c0-acd05b45632f/7/Paul-Geddes-31-01-24-185x114.jpg" /> <p><!--summary start--> Evelyn Partners recorded a 50% increase in gross inflows reaching £2.1bn in Q4 last year, according to its latest results. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/701a0b9/8a639840-13f4-4219-a8c0-acd05b45632f/7/Paul-Geddes-31-01-24-185x114.jpg https://www.professionaladviser.com/news/4168888/evelyn-partners-records-gbp-1bn-inflows-last-headwinds-ease https://www.professionaladviser.com/news/4168888/evelyn-partners-records-gbp-1bn-inflows-last-headwinds-ease https://www.professionaladviser.com/news/4168888/evelyn-partners-records-gbp-1bn-inflows-last-headwinds-ease Wed, 31 Jan 2024 12:02:11 +0000 FSCS declares Cheshire IFA failed for unsuitable pensions advice <img alt="FSCS declares Cheshire IFA failed for unsuitable pensions advice" src="https://www.professionaladviser.com/api/v1/wps/628e88a/aa4458be-efa7-4e7c-b7c8-7d641af0aab3/3/iStock-1007461050-185x114.jpg" /> <p><!--summary start--> Smith Holdings, trading as Life Time Independent, has been declared failed by the Financial Services Compensation Scheme (FSCS) after claims were made against it for unsuitable pensions advice. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/628e88a/aa4458be-efa7-4e7c-b7c8-7d641af0aab3/3/iStock-1007461050-185x114.jpg https://www.professionaladviser.com/news/4166953/fscs-declares-cheshire-ifa-failed-unsuitable-pensions-advice https://www.professionaladviser.com/news/4166953/fscs-declares-cheshire-ifa-failed-unsuitable-pensions-advice https://www.professionaladviser.com/news/4166953/fscs-declares-cheshire-ifa-failed-unsuitable-pensions-advice Wed, 24 Jan 2024 13:38:27 +0000 Continuum sees assets climb to nearly £2bn in 2023 results <img alt="Continuum sees assets climb to nearly £2bn in 2023 results" src="https://www.professionaladviser.com/api/v1/wps/c56bf49/157283e9-6f65-47a8-a666-71f24a436e0d/4/iStock-1494262341-185x114.jpg" /> <p><!--summary start--> Assets under influence at Continuum have hit £1.96bn after it recorded 23% growth year-on-year in 2023. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c56bf49/157283e9-6f65-47a8-a666-71f24a436e0d/4/iStock-1494262341-185x114.jpg https://www.professionaladviser.com/news/4166844/continuum-assets-climb-nearly-gbp2bn-2023-results https://www.professionaladviser.com/news/4166844/continuum-assets-climb-nearly-gbp2bn-2023-results https://www.professionaladviser.com/news/4166844/continuum-assets-climb-nearly-gbp2bn-2023-results Wed, 24 Jan 2024 10:42:42 +0000 Progeny partners with consultancy to launch next gen advice project <img alt="Progeny partners with consultancy to launch next gen advice project" src="https://www.professionaladviser.com/api/v1/wps/a3450cb/abc28c45-283c-4f33-8e1f-6b316bb838aa/5/iStock-1414627330-185x114.jpg" /> <p><!--summary start--> Wealth manager Progeny has partnered with financial services consultancy Alpha FMC to design ‘next generation advice journeys’. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a3450cb/abc28c45-283c-4f33-8e1f-6b316bb838aa/5/iStock-1414627330-185x114.jpg https://www.professionaladviser.com/news/4166386/progeny-partners-consultancy-launch-gen-advice-project https://www.professionaladviser.com/news/4166386/progeny-partners-consultancy-launch-gen-advice-project https://www.professionaladviser.com/news/4166386/progeny-partners-consultancy-launch-gen-advice-project Tue, 23 Jan 2024 10:13:58 +0000 Söderberg & Partners takes minority stake in Bath-based advice firm <img alt="Söderberg &amp; Partners takes minority stake in Bath-based advice firm" src="https://www.professionaladviser.com/api/v1/wps/85639fd/ba73b8d5-ad67-4cb8-a358-0a3388330c84/6/iStock-1186187563-185x114.jpg" /> <p><!--summary start--> Söderberg & Partners has taken a significant minority stake in advice firm Fidelius for an undisclosed sum, subject to Financial Conduct Authority approval. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/85639fd/ba73b8d5-ad67-4cb8-a358-0a3388330c84/6/iStock-1186187563-185x114.jpg https://www.professionaladviser.com/news/4165517/oderberg-partners-takes-minority-stake-bath-advice-firm https://www.professionaladviser.com/news/4165517/oderberg-partners-takes-minority-stake-bath-advice-firm https://www.professionaladviser.com/news/4165517/oderberg-partners-takes-minority-stake-bath-advice-firm Fri, 19 Jan 2024 09:58:11 +0000 Fairstone changes fees to 80 bps and moves to single charging structure <img alt="Fairstone changes fees to 80 bps and moves to single charging structure" src="https://www.professionaladviser.com/api/v1/wps/836bd76/ca2a05bb-607c-4c81-97d9-fcc0d0a68ad6/7/Lee-Hartley-185x114.jpg" /> <p><!--summary start--> Fairstone has moved to a single charging structure with an ongoing advice fee of 80 basis points. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/836bd76/ca2a05bb-607c-4c81-97d9-fcc0d0a68ad6/7/Lee-Hartley-185x114.jpg https://www.professionaladviser.com/news/4163249/fairstone-changes-fees-80-bps-moves-single-charging-structure https://www.professionaladviser.com/news/4163249/fairstone-changes-fees-80-bps-moves-single-charging-structure https://www.professionaladviser.com/news/4163249/fairstone-changes-fees-80-bps-moves-single-charging-structure Fri, 12 Jan 2024 11:06:41 +0000 FSCS declares County Durham-based British Steel firm in default <img alt="FSCS declares County Durham-based British Steel firm in default" src="https://www.professionaladviser.com/api/v1/wps/745861f/d9b15d45-16f7-49b9-98c5-7049a4079d23/3/iStock-139501103-185x114.jpg" /> <p><!--summary start--> The Financial Services Compensation Scheme (FSCS) has declared D&G Financial Services as failed. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/745861f/d9b15d45-16f7-49b9-98c5-7049a4079d23/3/iStock-139501103-185x114.jpg https://www.professionaladviser.com/news/4162259/fscs-declares-county-durham-british-steel-firm-default https://www.professionaladviser.com/news/4162259/fscs-declares-county-durham-british-steel-firm-default https://www.professionaladviser.com/news/4162259/fscs-declares-county-durham-british-steel-firm-default Wed, 10 Jan 2024 14:23:41 +0000 Perspective adds £190m in AUM with double acquisition <img alt="Perspective adds £190m in AUM with double acquisition" src="https://www.professionaladviser.com/api/v1/wps/d3e9256/0cfb0aaf-89ad-4acf-91c0-e0ff45b349f5/6/Ian-Wilkinson-2-185x114.jpg" /> <p><!--summary start--> Perspective Financial Group completed two more acquisitions shortly before the Christmas break. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d3e9256/0cfb0aaf-89ad-4acf-91c0-e0ff45b349f5/6/Ian-Wilkinson-2-185x114.jpg https://www.professionaladviser.com/news/4160865/perspective-adds-gbp190m-aum-double-acquisition https://www.professionaladviser.com/news/4160865/perspective-adds-gbp190m-aum-double-acquisition https://www.professionaladviser.com/news/4160865/perspective-adds-gbp190m-aum-double-acquisition Fri, 5 Jan 2024 10:34:50 +0000 The Verve Foundation relaunches IFA support scheme for second year <img alt="The Verve Foundation relaunches IFA support scheme for second year" src="https://www.professionaladviser.com/api/v1/wps/9d71df7/bb8c746a-ef73-4e05-9929-2026fe7733a2/0/Hayley-Rabbets-1-185x114.png" /> <p><!--summary start--> The Verve Foundation has relaunched its ‘Adviser Incubator’ programme for 2024 to help newly qualified advisers grow and develop their businesses. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9d71df7/bb8c746a-ef73-4e05-9929-2026fe7733a2/0/Hayley-Rabbets-1-185x114.png https://www.professionaladviser.com/news/4160523/verve-foundation-relaunches-ifa-support-scheme https://www.professionaladviser.com/news/4160523/verve-foundation-relaunches-ifa-support-scheme https://www.professionaladviser.com/news/4160523/verve-foundation-relaunches-ifa-support-scheme Thu, 4 Jan 2024 11:51:47 +0000 VouchedFor launches new product features for the advice industry <img alt="VouchedFor launches new product features for the advice industry" src="https://www.professionaladviser.com/api/v1/wps/4fef22b/2fa32a1e-40a9-4abc-9052-d0250f27cc3d/5/iStock-1305098938-185x114.jpg" /> <p><!--summary start--> VouchedFor has launched new product features and an upcoming consumer advertising campaign as part of its three pledges to the advice profession. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/4fef22b/2fa32a1e-40a9-4abc-9052-d0250f27cc3d/5/iStock-1305098938-185x114.jpg https://www.professionaladviser.com/news/4160162/vouchedfor-launches-product-features-advice-industry https://www.professionaladviser.com/news/4160162/vouchedfor-launches-product-features-advice-industry https://www.professionaladviser.com/news/4160162/vouchedfor-launches-product-features-advice-industry Wed, 3 Jan 2024 10:48:40 +0000 Rowanmoor Personal Pensions declared failed by the FSCS <img alt="Rowanmoor Personal Pensions declared failed by the FSCS" src="https://www.professionaladviser.com/api/v1/wps/f0f2a31/21dad6a4-ab2a-4f02-9974-e621ce92eef6/4/iStock-1345443906-679-419-185x114.jpg" /> <p><!--summary start--> The Financial Services Compensation Scheme (FSCS) has declared self-invested personal pension (SIPP) provider Rowanmoor Personal Pensions as failed. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/f0f2a31/21dad6a4-ab2a-4f02-9974-e621ce92eef6/4/iStock-1345443906-679-419-185x114.jpg https://www.professionaladviser.com/news/4157602/rowanmoor-personal-pensions-declared-failed-fscs https://www.professionaladviser.com/news/4157602/rowanmoor-personal-pensions-declared-failed-fscs https://www.professionaladviser.com/news/4157602/rowanmoor-personal-pensions-declared-failed-fscs Mon, 18 Dec 2023 11:20:51 +0000 FSCS declares Gloucestershire advice firm IFS Aegis in default <img alt="FSCS declares Gloucestershire advice firm IFS Aegis in default" src="https://www.professionaladviser.com/api/v1/wps/ac70e28/27d4bb69-e46a-474b-aaa5-94626f026202/5/iStock-693400640-185x114.jpg" /> <p><!--summary start--> The Financial Services Compensation Scheme (FSCS) has declared IFS Aegis as failed. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/ac70e28/27d4bb69-e46a-474b-aaa5-94626f026202/5/iStock-693400640-185x114.jpg https://www.professionaladviser.com/news/4157307/fscs-declares-gloucestershire-advice-firm-ifs-aegis-default https://www.professionaladviser.com/news/4157307/fscs-declares-gloucestershire-advice-firm-ifs-aegis-default https://www.professionaladviser.com/news/4157307/fscs-declares-gloucestershire-advice-firm-ifs-aegis-default Mon, 18 Dec 2023 07:00:33 +0000 Liberate Wealth CEO Mark Howlett on 'being a force for good' <img alt="Liberate Wealth CEO Mark Howlett on &#39;being a force for good&#39;" src="https://www.professionaladviser.com/api/v1/wps/d4adbc0/54054e6f-55c3-495d-99ac-cfd448db80c1/10/MarkHowlett-LiberateWealthCEO-1-185x114.jpg" /> <p><!--summary start--> Having only been in the market since October this year, Liberate Wealth chief executive Mark Howlett shares his ambitions for the business moving forward. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d4adbc0/54054e6f-55c3-495d-99ac-cfd448db80c1/10/MarkHowlett-LiberateWealthCEO-1-185x114.jpg https://www.professionaladviser.com/feature/4156030/liberate-wealth-ceo-mark-howlett-force https://www.professionaladviser.com/feature/4156030/liberate-wealth-ceo-mark-howlett-force https://www.professionaladviser.com/feature/4156030/liberate-wealth-ceo-mark-howlett-force Wed, 13 Dec 2023 15:17:11 +0000 Close Brothers AM buys Dorset-based IFA adding £220m in assets <img alt="Close Brothers AM buys Dorset-based IFA adding £220m in assets" src="https://www.professionaladviser.com/api/v1/wps/c7d9ae2/71f4e666-d959-4bf6-b263-1dab2529117d/3/iStock-1751741375-185x114.jpg" /> <p><!--summary start--> Close Brothers Asset Management (CBAM) is to acquire Dorset based IFA Bottriell Adams, subject to regulatory approval. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/c7d9ae2/71f4e666-d959-4bf6-b263-1dab2529117d/3/iStock-1751741375-185x114.jpg https://www.professionaladviser.com/news/4156307/close-brothers-buys-dorset-ifa-adding-gbp220m-assets https://www.professionaladviser.com/news/4156307/close-brothers-buys-dorset-ifa-adding-gbp220m-assets https://www.professionaladviser.com/news/4156307/close-brothers-buys-dorset-ifa-adding-gbp220m-assets Wed, 13 Dec 2023 11:48:24 +0000 Birmingham-based British Steel advice firm declared failed by FSCS <img alt="Birmingham-based British Steel advice firm declared failed by FSCS" src="https://www.professionaladviser.com/api/v1/wps/5da9c2a/065c658c-3f17-4dcb-8184-0558503ac8c6/10/iStock-172224432-185x114.jpg" /> <p><!--summary start--> The Financial Services Compensation Scheme (FSCS) has declared BlueSky Wealth Management as failed. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5da9c2a/065c658c-3f17-4dcb-8184-0558503ac8c6/10/iStock-172224432-185x114.jpg https://www.professionaladviser.com/news/4156256/birmingham-british-steel-advice-firm-declared-failed-fscs https://www.professionaladviser.com/news/4156256/birmingham-british-steel-advice-firm-declared-failed-fscs https://www.professionaladviser.com/news/4156256/birmingham-british-steel-advice-firm-declared-failed-fscs Wed, 13 Dec 2023 10:54:21 +0000