Business and Development
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Auto-Enrolment Consultancy Created By Sandringham
Sandringham Financial Partners has launched an auto-enrolment (AE) consultancy. It has been created to support partners working to deliver auto-enrolment solutions for…
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Biggest Challenge When Managing Risk
According to a new survey, client education is the biggest challenge when managing risk. This was the conclusion of advisers who attended…
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Weisser Becomes Euro MD At MFS
Global asset manager MFS Investment Management has appointed Matthew Weisser as managing director for Europe. He will be responsible for managing and…
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Top Accolade for Wealth Manager At Industry Awards
The boss of one of London’s best known independent boutique wealth management firms has won a top industry prize. CEO Lee Robertson…
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Newell Palmer Acquires Adams Russell
Newell-Palmer continues on the acquisition trail, completing its 37th deal and the fourth of 2015. Newcastle-Under-Lyme based Adams Russell has been acquired…
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New Chairman for CS Healthcare
The mutual friendly society CS Healthcare has appointed a new Chairman. Andrew Johnston gets the top spot, taking over from former Permanent…
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Welcome to the age of Paraplanning
Since the introduction of the pension freedoms in April, the role of Paraplanners has dramatically changed and there is huge demand for…
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Bellpenny Acquires More IFAs
Bellpenny has acquired two more IFAs. Ashton KCJ Financial Planning, based in Cambridge, has around £60m funds under management and was acquired…
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New Film Charts Bright’s Move to St James’s Place
A film which describes why financial advisers Bright Wealth Management decided to join wealth management company St James’s Place has just been…
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Mattioli Woods Buys Pension Administration Business And Looks For More
Mattioli Woods has acquired the pension administration business of Lindley Group for a total cash consideration of £199,001. The deal was funded…
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