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Companies

Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Companies

Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Chester Rose in 'ongoing’ discussions with other firms

clock 26 May 2026 • 2 min read
Inside a family MBO: How this adviser and his brother took over their father's firm

Companies

Inside a family MBO: How this adviser and his brother took over their father's firm

Sean Standerwick runs MLP Wealth alongside his brother

clock 22 May 2026 • 1 min read
Ex-London Capital & Finance CEO jailed for breaching SFO restraint order

Companies

Ex-London Capital & Finance CEO jailed for breaching SFO restraint order

Michael Thomson jailed for six months

clock 21 May 2026 • 2 min read
AAB Wealth acquires two advice firms

Companies

AAB Wealth acquires two advice firms

Jane Smith Financial Planning and BpH Wealth to join

clock 21 May 2026 • 2 min read
First Wealth to become directly authorised and makes key leadership hire

Companies

First Wealth to become directly authorised and makes key leadership hire

Appoints David Aaron as head of compliance

clock 21 May 2026 • 2 min read
AJ Bell net inflows hit record £4.2bn as revenue grows 19%

Companies

AJ Bell net inflows hit record £4.2bn as revenue grows 19%

Customers numbers up 12%

clock 21 May 2026 • 2 min read
Entrepreneurial exits buoy Murphy Wealth to £280m AUM

Companies

Entrepreneurial exits buoy Murphy Wealth to £280m AUM

Results posted a year since Söderberg & Partners-backing

clock 20 May 2026 • 2 min read
NS&I to repay £367m after bereavement tracing failures

Companies

NS&I to repay £367m after bereavement tracing failures

Payouts to 34,000 estates

clock 20 May 2026 • 4 min read
Redundancies 'likely' as Shackleton powers up with Hurst Point buy

Companies

Redundancies 'likely' as Shackleton powers up with Hurst Point buy

Deal to create £17.5bn AUMA business

clock 18 May 2026 • 3 min read
Essex advice firm declared failed

Companies

Essex advice firm declared failed

Kapwealth is no longer trading

clock 15 May 2026 • 2 min read
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