Tag Result: wealth management
More collaboration needed in advice to reduce later life planning oversight – ERC
A joined-up approach is needed across the equity release, mainstream mortgage and wealth p...
Access FS wants to be among the best of the best mortgage brokers – Wilkinson
Karl Wilkinson, founder and CEO of Access Financial Services, has set his sights on making...
Landbay teams up with wealth management firm 2plan
Specialist buy-to-let lender Landbay has partnered with wealth management firm 2plan, givi...
Twenty7Tec confirms acquisition of Bluecoat Software
Mortgage technology provider Twenty7Tec has announced the acquisition of Bluecoat Software...
Howden to acquire SPF Private Clients
International insurance broker Howden has signed an agreement to acquire SPF Private Clien...
Generation Home partners with St. James’s Place
Generation Home confirmed it has joined the lender panel of the St. James’s Place (SJP) ...
Sesame adds Investec Private Bank to panel
Network Sesame has added the first private banking relationship to its panel with Investec...
Cabot Square acquires majority stake in broker SPF Private Clients
SPF Private Clients has confirmed private equity investor Cabot Square Capital has bought ...
Openwork to fund two-year training for mortgage brokers to become wealth advisers
Openwork will fund a near two-year-long training programme for mortgage advisers to bring ...
Black Book to provide financial services for wealth management group Beaufort
Black Book Finance is set to become the preferred packager for The Beaufort Group’s 55 a...