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Top News In Independent Wealth Planners Today - Breaking & Trending Today

PA360 North: Advice firm decline slow despite consolidation

Despite the rise in consolidation currently in the market, the decline in advice firms is not going as quickly as expected, delegates heard. ....

United Kingdom , Dan Fairweather , Nine Group , Succession Group , Financial Group , Benchmark Capital , Ascot Lloyd , True Potential , One Four Nine Group , Independent Wealth Planners , Amber River , Pa360 North 2023 , Dan Fairweather ,

The Morning Briefing: Perspective acquisitions and new wealth management firm

Good morning and welcome to your Morning Briefing for Monday 4 September 2023. To get this in your inbox every morning click here. Perspective acquisitions Consolidator Perspective has continued its acquisition spree with a further three acquisitions, bringing its total 2023 count to 15. The three latest acquisitions ....

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Cardiff firm Nugenis agrees £200m advisory mandate with Bordier

Nugenis Financial Planning has awarded a £200m advisory mandate to the British arm of Bordier Group in a bid to boost its operations. ....

Jamie Macleod , Gareth Tregidon , Independent Wealth Planners , Bordier United Kingdom , Financial Planning , United Kingdom , Bordier Uk , Gareth Tregidon , Nugenis Financial Planning , Jamie Macleod ,

IWP buys Cambridge-based HFL Advisory Services

Independent Wealth Planners (IWP) has acquired Cambridgeshire-based IFA firm Holistic Financial Leadership. IWP says the founders of Holistic Financial Leadership (HFL) Brenda Santimano and Patricia Hope and their staff will continue to run the firm. ....

United Kingdom , Brenda Santimano , Dominic Easton , Helen Thornton , Independent Wealth Planners , Wholistic Financial , Holistic Financial Leadership , Novia Financial ,

Money Marketing : UK latest financial news

Money Marketing is a monthly magazine for financial intermediaries, delivering breaking news, analysis, opinion, podcasts and video content. Register now for your free financial news updates. ....

Dominic Easton , Independent Wealth Planners , Novia Financial , Money Marketing , Financial Services ,