United Kingdom
One Four Nine Group acquires tenth financial planner firm
The deal takes the group’s client assets to over £1.6bn with over 30 financial planners and c. 5,000 clients
Health & Protection | 6 Nov 24
Scottish Widows launches new income protection product on The Exchange
The new IP product is in addition to Scottish Widows’ existing Term, Multi-Benefit and Mortgage Protection products
People Moves | 6 Nov 24
Don MacIntyre steps down as interim CEO of UK’s Personal Finance Society
The PFS will be ‘securing permanent arrangements to ensure the continued high quality of leadership that our members deserve’
Financial planning | 5 Nov 24
Brooks Macdonald acquires chartered financial planner CST Wealth Management
The deal adds assets under advice of £170m
Capital International Group completes on acquisition of Martello AM
The acquisition completed on 1 November 2024