UK wealth manager has no plans to pause M&A strategy
As firm says activity in the advice market is ‘not slowing’
UK Adviser
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UK financial planner agrees M&A deal with IFA firm
It will bring over £160m in funds under management to the group
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Hybrid advice is ‘next evolution’ for the industry
‘But getting the advisers comfortable is really key’
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UK advice company fails
Months after it received an asset retention requirement from the FCA
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Schroders PW offers next generation of advisers a helping hand
As it partners with not-for-profit to help individuals achieve their Level 4 CII Diploma
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IFA banned after bad advice costs pension savers £24m
Clients invested in ‘high-risk’, ‘relatively illiquid’ and ‘unregulated’ schemes
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Ex-cricketer joins industry duo to set up DFM firm
Company will specialise in financial planning, advice and discretionary investment management
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IFA firm acquires Surrey-based financial planning business
Deal adds around £250m assets under management to the group
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Ex-Barclays Wealth financial planner sets up UK advice firm
It will be a company ‘where people can come and engage and it’s never about the money first’
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St James’s Place partners with professional golf association
To give its members access to financial planning advice
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UK financial services group buys Cambridge advice firm
Company says it will ‘remain acquisitive’
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UK advice company partners with DFM firm to boost ESG offering
‘More and more clients want to express their values through their savings and investment choices’