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News

True Potential chair and founder David Harrison steps down

Companies

True Potential chair and founder David Harrison steps down

He remains involved in the business as a strategic adviser to the board

clock 02 November 2023 • 1 min read
PA Working Lunches: Join us for our live event in Bristol

Investment

PA Working Lunches: Join us for our live event in Bristol

Join us for lunch and an informative session to boost your CPD

clock 02 November 2023 • 1 min read
Advisers must 'evolve' to better engage with female clients

Your profession

Advisers must 'evolve' to better engage with female clients

Kirsty Anderson urges advisers to value female clients

clock 02 November 2023 • 1 min read
Fairstone continues expansion strategy with two more buys

Companies

Fairstone continues expansion strategy with two more buys

The firm has expanded into County Durham, Wales and Hampshire

clock 02 November 2023 • 1 min read
Bank of England meets expectations by holding rates at 5.25%

Economics / Markets

Bank of England meets expectations by holding rates at 5.25%

Six - three split among Monetary Policy Committee members

clock 02 November 2023 • 2 min read
Women in Financial Advice Awards 2023: All the winners revealed

Your profession

Women in Financial Advice Awards 2023: All the winners revealed

WIFA 2023 awards were presented at gala dinner on 1 November

clock 02 November 2023 • 3 min read
Private equity-backed Cooper Parry Wealth acquires Chamberlyns

Your profession

Private equity-backed Cooper Parry Wealth acquires Chamberlyns

CPW completes fifth deal in 2023 after private equity-backing

clock 01 November 2023 • 2 min read
Premier Miton to acquire Tellworth Investments in £9m deal

Investment

Premier Miton to acquire Tellworth Investments in £9m deal

Deal is part of inorganic growth strategy

clock 01 November 2023 • 2 min read
Lumin Wealth acquires Buckinghamshire advice firm adding £95m AUM

Companies

Lumin Wealth acquires Buckinghamshire advice firm adding £95m AUM

The firm has snapped up B W Financial Consultants

clock 01 November 2023 • 1 min read
Quilter Investors adds value and infrastructure funds to Cirilium range

Managed solutions

Quilter Investors adds value and infrastructure funds to Cirilium range

M&G and ClearBridge funds added to Cirilium portfolios

clock 01 November 2023 • 2 min read
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