Financial planning
II Awards 2024 preview – Winner’s Stories – IFGL
In this video, we speak to IFGL CEO David Kneeshaw who discusses the company’s success at last year event
Financial planning | 15 Jul 24
Evelyn Partners names Charlotte Platts to drive financial planning growth in three UK regions
Platts joins from Nationwide Building Society where, as director of financial planning, she led a team of 330
Financial planning | 12 Jul 24
FPSB unveils date for this year’s World Financial Planning Day
The day will coincide with the International Organization of Securities Commissions World Investor Week
Swedish wealth manager Söderberg & Partners invests in trio of IFA firms
Most recently, in April, Söderberg & Partners made investments in four IFA firms
Financial planning | 11 Jul 24
Skerritts boosts AUM by £540m with Black Swan Financial Planning acquisition
This brings the number of deals to 10 since private equity firm Sovereign Capital invested £55m in 2021




