Bluefin
Your profession
Wealth adviser Towry has signed an agreement with sports agency Quantum Sport to provide financial advice to players in the world of football, cricket and rugby.
13 August 2014
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Investing in the profession
Wealth manager Towry will accelerate its acquisition programme in 2014, with plans to buy as many as ten businesses, its head of wealth advice has said.
09 January 2014
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Your profession
Wealth manager Towry has acquired Bluefin Personal Consulting (BPC), the Axa UK-owned financial planning unit of Bluefin, for an undisclosed sum.
05 September 2013
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Your profession
Wealth manager Towry has confirmed it is looking to acquire advisory firms, but is remaining quiet on claims one of its targets is Bluefin's financial planning proposition.
02 September 2013
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Your profession
Life company AXA has said that its complaint against former Institute of Financial Planning (IFP) president Marlene Shalton for client solicitation has been "settled".
02 July 2013
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Your profession
Life company Axa has accused financial planner and former Institute of Financial Planning (IFP) president Marlene Shalton of client solicitation.
16 October 2012
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Regulation
The High Court has dismissed an appeal by Thinc Group - now Bluefin - against a ruling which said it could not claim back goodwill payments worth more than £243,000 from two self-employed advisers whose contracts with the business were terminated.
03 October 2012
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Your profession
Marlene Shalton is to spearhead a project by Guardian Wealth Management to become a major force in financial planning in the UK.
06 June 2012
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