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Companies

Fairstone acquires Norfolk-based IFA adding £120m in client assets

Companies

Fairstone acquires Norfolk-based IFA adding £120m in client assets

Allen Tomas & Co currently advises more than 260 clients

clock 30 September 2025 • 1 min read
Fintel set to launch standalone distribution platform

Companies

Fintel set to launch standalone distribution platform

Omnicore has been established as a ‘conduit between providers and advisers’

clock 29 September 2025 • 2 min read
Ascot Lloyd puts £17m aside for client redress after FCA probe

Companies

Ascot Lloyd puts £17m aside for client redress after FCA probe

Firm reports £14m loss before tax as review of services continues

clock 25 September 2025 • 3 min read
Wealth manager Artorius adds £95m in AUM as four investment managers join

Companies

Wealth manager Artorius adds £95m in AUM as four investment managers join

Artorius has completed migration to BNY Pershing

clock 22 September 2025 • 1 min read
Integrity365's Scottish contingent switches brand name

Companies

Integrity365's Scottish contingent switches brand name

Exclusive: MacDonald Partnership has fully rebranded as Integrity365 after 2023 buy

clock 22 September 2025 • 2 min read
Bain Capital in the lineup to buy Amber River – report

Companies

Bain Capital in the lineup to buy Amber River – report

Network put up for sale by current owner Penta Capital

clock 18 September 2025 • 2 min read
True Potential WM posts £243m operating loss for 2024 after client transfer Skilled Person review

Companies

True Potential WM posts £243m operating loss for 2024 after client transfer Skilled Person review

Exceptional costs of £250m

clock 17 September 2025 • 4 min read
Walker Crips Financial Planning doubles down on boutique strategy as adviser hires drive growth

Companies

Walker Crips Financial Planning doubles down on boutique strategy as adviser hires drive growth

Adviser growth, not acquisitions, driving development

clock 17 September 2025 • 2 min read
FCA closes Wellesley & Co Limited investigation

Companies

FCA closes Wellesley & Co Limited investigation

Regulator takes no further action as investors were ‘clearly warned’

clock 17 September 2025 • 3 min read
FNZ and AJ Bell extend partnership with ten-year agreement

Platforms

FNZ and AJ Bell extend partnership with ten-year agreement

Firms have linked up since 2009

clock 17 September 2025 • 2 min read
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