Jacqueline Wilson
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On the acquisition trail with Old Mutual
With 16 firms acquired in the last two years, it’s clear that Old Mutual Wealth Private Client Advisers (OMWPCA) is on the…
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The UK’s top income funds of 2017 revealed
Sanlam UK has released its half-yearly Income Study. Running for more than 30 years, it’s a quantitative assessment that reviews and monitors…
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LEBC delivers organic growth
LEBC Group, the National IFA, pensions and employee benefits consultancy, has announced a turnover of £18.1m for the year ended 30 September,…
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Fairstone makes senior appointments
Fairstone has appointed Tom Taylor as Chief Risk Officer and Grahame Hinselwood as Head of Compliance. Taylor starts in May 2018 and…
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Punter Southall Aspire to buy Focus Oxford and looks for more
The UK workplace savings and pension business Punter Southall Aspire is to buy Oxford-based independent financial advisory firm Focus Oxford. The deal…
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Advisers warned of rising threat
Advice firms face a rising threat from cybercrime. So says platform provider Zurich. The warning follows the release of the 2018 Global…
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Symphony first to white-label FinchTech’s new non-advised robo service
Financial planning practice Symphony said it is the first IFA to white-label a new, free, non-advised digital investment management service. The plug-and-play white-labelled…
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Succession acquires four
Independent wealth management business Succession Group has acquired four financial services firms. The four are Independent Advisors (Scotland), Glasgow; Fergus Muirhead, Glasgow;…
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CWB appoints Stella Smith as CIO
CWB Group, a national IFA, employee benefits and business consultancy, has appointed Stella Smith as Chief Investment Officer. Smith joins from Ingenious,…
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Paradigm Norton merges with The Red House Consulting
Bristol-based Paradigm Norton has merged with London firm The Red House Consulting. Both are firms of financial planners and the combined business…
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