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Companies

MKC Wealth makes double IFA acquisition

Companies

MKC Wealth makes double IFA acquisition

Both firms have been acquired for an undisclosed sum

clock 25 November 2024 • 2 min read
Tavistock acquires asset manager and moves forward with Saltus advice sale

Companies

Tavistock acquires asset manager and moves forward with Saltus advice sale

Will receive £22m by 2 December

clock 22 November 2024 • 2 min read
The Penny Group adds £90m of assets with Surrey planning firm buy

Companies

The Penny Group adds £90m of assets with Surrey planning firm buy

Chartered firm snaps up Whiting Financial

clock 20 November 2024 • 2 min read
FSCS declares Stoke-on-Trent advice firm failed for pension transfer advice

Companies

FSCS declares Stoke-on-Trent advice firm failed for pension transfer advice

Norrix Financial Services was dissolved this month

clock 20 November 2024 • 1 min read
FSCS to pay out £372m as it faces more highly complex advice claims

Companies

FSCS to pay out £372m as it faces more highly complex advice claims

Higher than the £363m anticipated

clock 19 November 2024 • 2 min read
Assets hit 'new high' of £2.4bn at Continuum as adviser numbers grow

Companies

Assets hit 'new high' of £2.4bn at Continuum as adviser numbers grow

Assets under influence grew 26% year-on-year

clock 19 November 2024 • 2 min read
65 years in advice: John Lamb Hill Oldridge's major milestone

Companies

65 years in advice: John Lamb Hill Oldridge's major milestone

'The underlying premise for what we do hasn't changed'

clock 18 November 2024 • 4 min read
FCA fines and bans pair for 'recklessly' breaching asset requirement

Companies

FCA fines and bans pair for 'recklessly' breaching asset requirement

Craig Buchan and Martin Cooke fined around £6,000 each

clock 18 November 2024 • 2 min read
Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

Companies

Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

The firm’s first entry into Northern Ireland

clock 18 November 2024 • 2 min read
Advice firm declared failed by FSCS over SIPP advice

Companies

Advice firm declared failed by FSCS over SIPP advice

One claim upheld so far against Charthouse Asset Management

clock 12 November 2024 • 1 min read
456
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
02

What to expect from the FCA on financial crime in 2025

04 February 2025 • 5 min read
03

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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