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Companies

First Wealth acquires Accumulate Wealth Management

Companies

First Wealth acquires Accumulate Wealth Management

Clients to benefit from larger scale financial planning services

clock 21 October 2026 • 2 min read
Tavistock agrees £3m King Financial Planning sale as it enters talks with Atomos

Companies

Tavistock agrees £3m King Financial Planning sale as it enters talks with Atomos

Alongside potential sale of Tavistock Private Client’s parent company

clock 21 October 2026 • 2 min read
Quilter's WealthSelect MPS exceeds £30bn in FUM

DFM & Model Portfolios

Quilter's WealthSelect MPS exceeds £30bn in FUM

Platform inflows reach £8bn as IFA flows rise 33%

clock 21 October 2026 • 3 min read
Albemarle Street Partners rebranding to WisdomTree Portfolio Solutions

Companies

Albemarle Street Partners rebranding to WisdomTree Portfolio Solutions

Will rebrand in February 2027

clock 20 October 2026 • 2 min read
Titan Wealth launches financial adviser academy

Companies

Titan Wealth launches financial adviser academy

To develop the next generation of talent

clock 20 October 2026 • 2 min read
FSCS opens claims for Verus Financial Services customers following FCA probe

Companies

FSCS opens claims for Verus Financial Services customers following FCA probe

FCA stripped its permissions in 2025

clock 16 October 2026 • 2 min read
Corbel Partners awaits HMRC settlement on historic tax arrangements

Companies

Corbel Partners awaits HMRC settlement on historic tax arrangements

Advice network has paid £660,000 so far

clock 15 October 2026 • 3 min read
Oaklgen Wealth makes acquisition in UK financial planning push

Companies

Oaklgen Wealth makes acquisition in UK financial planning push

Buys Aurea Financial Planning

clock 15 October 2026 • 1 min read
Tatton AUM hits £28bn but consolidation weighs on flows

Companies

Tatton AUM hits £28bn but consolidation weighs on flows

Average net inflows were £167m per month

clock 14 October 2026 • 1 min read
Brooks Macdonald gains £54m in fourth quarter of net inflows

Companies

Brooks Macdonald gains £54m in fourth quarter of net inflows

'Positive start to the year'

clock 14 October 2026 • 1 min read
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