Acquisitions add £1.7bn of assets to Kingswood
As CEO David Lawrence tells investors to expect more of the same this year
United Kingdom
-
-
‘Seismic change’ in pension tax landscape as lifetime allowance scrapped
MPAA has been reset to £10,000 and annual allowance will be £60,000
-
Media-shy international advice network targets expansion
With plans to grow in the US, Latin America, Europe, the UK and Asia
-
Two British Steel advice firms under investigation
Companies are both in liquidation according to the FCA
-
PEOPLE MOVES: STM, Endowus, Credit Suisse
Financial services group names head of business development, as digital wealth manager makes c-suite change
-
Brits forced out of retirement by cost-of-living-crisis
Advisers should be thinking differently about how to invest money for clients
-
Advice company buys UK wealth firm
This is the group’s sixth acquisition in the last 18 months
-
Are VCTs a useful tool for advisers?
They have been labelled the ‘next sensible step in tax management’
-
Modernising the lasting power of attorney process
Changes will be a ‘positive step’ towards improving the process of making and registering LPAs
-
Wealth manager unveils regional hub in York
Operation will be headed up by a former UBS WM executive director
-
PE-backed IFA group buys UK financial planning firm
It is the company’s second deal of 2023
-
UK investment advice firm fails
Lifeboat scheme has received 23 claims against the company – mainly related to Sipps