Jacqueline Wilson
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Financial services profession’s confidence in UK economy is on the up
A survey from Chartered Institute for Securities & Investment (CISI) has revealed that the financial services profession’s confidence in the UK’s economic…
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Fairstone fully-acquires Zimb Johnson
Chartered Financial Planning Fairstone Group has fully acquired Zimb Johnson Bespoke Financial Planning. Zimb Johnson first joined Fairstone in 2015 as part…
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Founder and chairman of Myddleton Croft Investment Managers bows out
The founder and chairman of Myddleton Croft Investment Managers has announced his retirement. David Cowell, who founded the Leeds-based boutique investment managers…
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Tenet lifts earnings and restructures loss making subsidiary
Tenet Group, the Leeds-based adviser support group, posted a 44% increase in earnings to £2.2m for the 12 months to 30 September…
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Pension freedom servicing is top of adviser’s list, but satisfaction falls short
Although pension freedom servicing is top of the list for importance as rated by financial advisers, it falls short of adviser satisfaction…
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Chase de Vere teams up with The Chartered Institute of Building
National advisory firm Chase de Vere has partnered with The Chartered Institute of Building (CIOB), the world’s largest body for construction management.…
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Matrix to continue advising Premium Bonds winners
Matrix Capital will continue to provide financial advisory services to the winners of the two monthly Premium Bonds £1m jackpot prizes. The…
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Fairstone fully acquires Hammond McNulty
Chartered financial planning firm Fairstone has fully acquired Cheshire-based Hammond McNulty Wealth Management. Fairstone said that the deal marks the first in…
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Adviser satisfaction levels declining
The percentage of advisers putting all their business on platforms may have increased significantly (up 45% to 16% in the last year),…
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EQ Investors appoints Vanda Cox as Director
Boutique planning led wealth manager EQ Investors has appointed Vanda Cox to lead its corporate benefits business. In a newly created role,…
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