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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...

  • May 11, 2023
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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...

  • Apr 24, 2023
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Landbay teams up with wealth management firm 2plan

Specialist buy-to-let lender Landbay has partnered with wealth management firm 2plan, givi...

  • Sep 22, 2022
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Twenty7Tec confirms acquisition of Bluecoat Software

Mortgage technology provider Twenty7Tec has announced the acquisition of Bluecoat Software...

  • Jun 14, 2022
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Howden to acquire SPF Private Clients

International insurance broker Howden has signed an agreement to acquire SPF Private Clien...

  • Apr 12, 2022
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Generation Home partners with St. James’s Place

Generation Home confirmed it has joined the lender panel of the St. James’s Place (SJP) ...

  • Feb 28, 2022
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Sesame adds Investec Private Bank to panel

Network Sesame has added the first private banking relationship to its panel with Investec...

  • Jul 16, 2019
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Cabot Square acquires majority stake in broker SPF Private Clients

SPF Private Clients has confirmed private equity investor Cabot Square Capital has bought ...

  • Mar 12, 2018
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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 ...

  • Sep 11, 2017
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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...

  • Jun 22, 2017
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