Companies

Foresight Group acquires WHEB Asset Management

Companies

Foresight Group acquires WHEB Asset Management

Doubles AUM of capital management arm

clock 28 January 2025 • 1 min read
Evelyn Partners sells ACD business to Thesis

Companies

Evelyn Partners sells ACD business to Thesis

Sold the business following strategic review

clock 27 January 2025 • 2 min read
Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Companies

Titan Wealth snaps up £525m AUM advice firm Advisa Wealth

Advisa is based in Jersey

clock 24 January 2025 • 1 min read
FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

Companies

FOS tells Pi Financial to account for fee it 'took unfairly' from SIPP client

Advice business has had 124 cases upheld by the FOS

clock 23 January 2025 • 5 min read
Abrdn back in the black as it posts net inflows in 2024

Companies

Abrdn back in the black as it posts net inflows in 2024

Abrdn CEO Jason Windsor defends company name

clock 21 January 2025 • 1 min read
Perspective closes out 2024 with five more acquisitions

Companies

Perspective closes out 2024 with five more acquisitions

Latest transactions added £375m in assets

clock 21 January 2025 • 2 min read
Brighton planning firm declared failed by FSCS

Companies

Brighton planning firm declared failed by FSCS

Relating to general investments, pensions and SIPPs

clock 20 January 2025 • 1 min read
Hoxton Wealth adds more than £85m in AUM with latest IFA buy

Companies

Hoxton Wealth adds more than £85m in AUM with latest IFA buy

International advice firm has snapped up Family First Financial Services

clock 20 January 2025 • 1 min read
Söderberg & Partners starts 2025 with three more UK IFA investments

Companies

Söderberg & Partners starts 2025 with three more UK IFA investments

To continue growing its UK presence

clock 16 January 2025 • 2 min read
Brooks Macdonald eyes move to London main market from AIM

Companies

Brooks Macdonald eyes move to London main market from AIM

FUM unchanged in Q4

clock 15 January 2025 • 2 min read
Most read
01

Shackleton acquires Norfolk-based Harrold Financial Planning

10 February 2025 • 1 min read
02

The advice four-day working week: 'It's crucial to be forward-thinking'

07 February 2025 • 2 min read
03

Supermarkets, fast cars, and protection insurance

10 February 2025 • 3 min read
04

FCA withdraws nearly 20,000 misleading financial ads in 2024

07 February 2025 • 1 min read
05

FOS CEO Abby Thomas steps down

07 February 2025 • 1 min read