Companies

FSCS declares two firms failed over pensions advice

Companies

FSCS declares two firms failed over pensions advice

Lifeboat fund also updates on alternative fund manager MCI Global Investment Advisors

clock 28 October 2024 • 2 min read
Titan Wealth acquires Channel Islands-based wealth manager

Companies

Titan Wealth acquires Channel Islands-based wealth manager

Bought Ravenscroft Investments operating in Guernsey and Jersey

clock 24 October 2024 • 2 min read
Söderberg & Partners invests in four more UK IFA firms

Companies

Söderberg & Partners invests in four more UK IFA firms

Scandi advice giant backs four IFA firms as it continues UK expansion

clock 21 October 2024 • 2 min read
St James's Place FUM hits £184.4bn despite slight dip in flows

Companies

St James's Place FUM hits £184.4bn despite slight dip in flows

£890m net inflows

clock 17 October 2024 • 1 min read
Belfast-based Platinum Financial Planning eyes expansion

Companies

Belfast-based Platinum Financial Planning eyes expansion

Financial planning and wealth manager marks 20 years in business

clock 16 October 2024 • 1 min read
Hargreaves Lansdown shareholders approve £5.4bn takeover despite some pushback

Companies

Hargreaves Lansdown shareholders approve £5.4bn takeover despite some pushback

A total of 13% of shareholders voted against the deal

clock 15 October 2024 • 1 min read
Consolidator Verso Group completes 10-month integration project

Companies

Consolidator Verso Group completes 10-month integration project

Paused buyouts to focus on integrating seven businesses

clock 14 October 2024 • 1 min read
FCA warns on fraudsters cloning advice firm Wealth Solutions

Companies

FCA warns on fraudsters cloning advice firm Wealth Solutions

Midlands based firm rebranded as Amber River in November 2023

clock 10 October 2024 • 1 min read
Ex-SJP and Tenet adviser refused regulatory permissions by FCA

Companies

Ex-SJP and Tenet adviser refused regulatory permissions by FCA

‘Not appropriate’ for Murtaza Ashraf to carry out regulated activities

clock 08 October 2024 • 3 min read
Clarion Wealth Planning owner seals MBO deal after almost 40 years

Companies

Clarion Wealth Planning owner seals MBO deal after almost 40 years

Alderley Edge-based IFA bought by management team

clock 08 October 2024 • 2 min read
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