Financial planning | 10 Feb 25
Shackleton adds £300m AUM with acquisition of financial planner
It brings the number of deals completed to a total of 16 since Sovereign invested in it
Middle East | 7 Feb 25
Titan Wealth International makes raft of key executive promotions
In addition to team director promotion, Andreas Hollas, takes helm as regional director
Financial planning | 7 Feb 25
70% of people would prefer to save a surprise bonus than spend the money
Top preference for the bonus was putting it into a bank savings account
SSAS and tax adviser WBR Group acquires actuarial consultancy firm
Censeo will be rebranded as WBR Actuarial Limited on 1 April 2025
People Moves | 7 Feb 25
Financial Ombudsman Service CEO exits with immediate effect
Interim arrangements are being taken to fill the role