UK wealth firm wants to be ‘leader’ in sports advice market
Ex-footballer would be ‘surprised’ if other private client firms didn’t have plans to bolster offering for pros
UK Adviser
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UK financial planner snaps up IFA firm
Deal brings the company’s assets under management to over £600m
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Australia and Canada demand end to UK ‘frozen’ pensions
Regime is leaving thousands of retired British expats under serious financial strain
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UK financial planning firm makes sixth acquisition of 2020
Deal adds around £120m to the group’s assets under management
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Scottish advice company becomes entirely employee-owned
Founder said he had to ‘break the mould’ from selling to consolidators
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Financial planning group makes double swoop
‘Further acquisitions are in the pipeline for the next few months’
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Schroders Personal Wealth to cut roles in business restructure
Workforce reduction is ‘next phase of journey’ as it gains operational independence from Lloyds
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FCA fines IFA firm over ‘unsuitable’ pension transfer advice
It has paid redress of around £2.7m to 41 customers impacted by the switch to Sipps
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Advice firm founder dies
She spent nearly 30 years in the industry
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Quilter dismisses deferred payment delay reports
It is ‘not due until the assets under advice is agreed’
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IFA firm completes 10th acquisition of 2020
Deal adds £135m in assets under advice
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UK financial advisers expect increase in onshore bond business
As clients demand more medium to long-term investments