Fixed Income in the News
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Succession Acquires Two IFAs
Succession Holdings has acquired two wealth management businesses from its membership for a total consideration of nearly £7 million. IFAs Lymington-based Highcliffe…
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Succession Grows
Succession Holdings continues to grow its national wealth management advisory arm, Succession Group, with the £7 million acquisition of two wealth management…
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August Lull? What Lull?
Nous sommes arrivees!! I am now a big fan of French motorways – especially in August. I am also a fan of…
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Ewe May Not Have Herd, But Dolly Is In Bristol With Her Flock
Award-winning artist Julie Vernon will be tending to ‘Dolly’, the sculpture she designed for the Shaun in the City trail, on Friday…
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first independent art advisor to carry FCA approval launches
The first independent art advisor in the market to carry FCA approval has just been launched. It’s called Cadell + Co and…
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Record Results From DFM Myddleton Croft
IFA firm Myddleton Croft has announced record pre-tax profits of £224,000 on turnover of £829,000. This represents growth of 23%. The Leeds-based…
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Humphreys Joins Legal & General
Andy Humphreys has joined Legal & General as Marketing Director, Individual Retirement. Humphreys joins following Legal & General’s acquisition of equity release…
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IFA Firm FA Watts Snapped Up By Sanlam UK
The client bank of Hampshire chartered financial planning firm FA Watts Investment Managers has been acquired by Sanlam Wealth Planning, part of…
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Annuity Specialists Just Retirement and Partnership Assurance To Merge
Two of the UK’s leading enhanced annuity specialists, Just Retirement Group plc (“Just Retirement”) and Partnership Assurance Group plc (“Partnership Assurance”), are…
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