IFA group opens office in Lincolnshire
As the company looks to expand its footprint across the UK
United Kingdom
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Value could be one to watch in 2023
As the stock market re-kindles its love of growth
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Just under half of HNW Brits not taken advice on IHT planning
As majority of UK adults planning to pass on wealth in their lifetime have not considered how and when to do this
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Close Brothers reportedly eyes sale of wealth management arm
Firm refused to comment
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16% surge in UK financial services M&A deals
160 were made in the first half of 2023
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Moneyhub teams up with wealth management solutions provider
To improve advisers’ ability to help their clients identify and monitor progress against their goals
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Two UK financial advice firms fail
After both companies were investigated by the FSCS earlier this year
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Defaqto to roll out Consumer Duty profiles
They will help advisers carry out due diligence, target market and value assessments
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Financial planning firm snaps up UK advice company
Acquisition adds £1.5bn in assets under management
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FCA enforcement activity drops in last financial year
Cases opened against firms and individuals fell by 67% and 33%, respectively
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UK financial advice firm makes eighth acquisition
Following the appointment of Gabrielle Beaumont as CEO
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Fintech firm joins forces with Options UK to roll out digital Sipp
It is now available to advised clients