financial planning

Industry

OMW advice business acquires third financial planning firm

Targeting £1bn by year-end

clock 17 November 2016 • 1 min read

People moves

Leeds-based wealth manager creates £1bn business with first acquisition

Acquired London-based PQR Financial Planning

clock 17 October 2016 • 1 min read

Business roles

Former Brewin Dolphin London head Long departs after 21 years

Taking a year out of the industry

clock 24 August 2016 • 1 min read

Industry

Old Mutual Wealth acquires £250m financial planning business

Old Mutual Wealth Private Client Advisers has acquired Beaumont Robinson, a West Yorkshire based financial planning firm with around £250m in assets under advice.

clock 08 August 2016 • 1 min read

Industry

Old Mutual Wealth to acquire £200m financial planning firm DQS

Acquisition adds £200m in assets

clock 15 June 2016 • 1 min read

Advisory

Harwood Wealth to float on AIM market

Raised £13.5m

clock 11 March 2016 • 1 min read

Wealth managers

Tilney Bestinvest accelerates financial planning push with acquisition

Wealth manager agrees to buy Midlands firm

clock 26 August 2015 •

Pensions

Revealed: Winners of the Retirement Planner Awards 2015

Five outstanding retirement advice firms were honoured at the Retirement Planner Awards 2015.

clock 17 June 2015 •

Industry

Saga Investment Services hires MD for financial planning push

Saga Investment Services, the recently launched financial planning business, has appointed Nicola Audhlam-Gardiner as managing director.

clock 26 May 2015 • 1 min read

Wealth Management

Ashcourt managing director joins Towry as head of sales

Towry has appointed Ashcourt Rowan's managing director Steve Midgley as head of sales strategy and operations following its acquisition of the firm.

clock 20 May 2015 •
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