Ex-Prudential adviser sets up UK wealth management firm
Being made redundant forced him ‘to take the leap’
UK Adviser
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UK financial planner buys Bristol-based wealth manager
Deal takes the firm’s funds under management to £240m
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Two more St James’s Place partner firms merge
As the wealth manager reports £135bn of FuM in Q1 2021
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Just 12% of UK retirees have taken advice from an IFA
As 20% said they considered riskier pension products for the higher rate of interest
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Mattioli Woods joins forces with tech firm to unveil platform
Wealth manager says ‘technological innovation is key to our ambitious growth strategy’
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St James’s Place partner firms merge
‘We have come as far as we can with our current structure’
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UK financial planning firm unveils sports and entertainment arm
Unit will offer stars advice and education to help with the unique challenges of their careers
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UK financial planning firm completes third acquisition of 2021
Deal adds over £100m in funds under management
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Inheritance ‘a key financial pillar’ for most Brits
But only 14% are aware of the rules on IHT liabilities
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Jersey fund drops hostile takeover bid of UK wealth manager
It ‘believes that other growth and acquisition opportunities are more compelling at this time’
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UK advice firm acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
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Private equity-backed consolidator withdraws advice firm bid
Would-be acquirer unable to make the company fit its model