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financial planning

Young adults lacking mental capacity will gain access to Child Trust Funds

Your profession

Young adults lacking mental capacity will gain access to Child Trust Funds

Government proposals to benefit up to 126,000 young adults

clock 03 November 2026 • 3 min read
Lync Wealth Management adds £210m in assets with South East acquisitions

Companies

Lync Wealth Management adds £210m in assets with South East acquisitions

Acquires Scott Financial and Latham Consultancy

clock 03 November 2026 • 2 min read
FCA's Nick Hulme departs

People

FCA's Nick Hulme departs

Sara Woodroffe permanently replaces him

clock 23 October 2026 • 2 min read
Fairstone buys in West Country

Companies

Fairstone buys in West Country

Snaps up Somerset advice firm

clock 23 October 2026 • 2 min read
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
CII and PFS celebrate more than 300 chartered graduates

Your profession

CII and PFS celebrate more than 300 chartered graduates

347 graduate from CII and PFS

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
Alltrust develops adviser 'toolkit' to plan for IHT on pensions

Tax planning

Alltrust develops adviser 'toolkit' to plan for IHT on pensions

Available through its Family Pension Trust

clock 20 October 2026 • 2 min read
True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Your profession

True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Short-term policy decisions ‘disturb’ advice landscape

clock 20 October 2026 • 2 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
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