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300,000 self-employed buyers ready to buy home, study finds
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Royal London launches Targeted Support ISA service
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Lloyds, Connells Group and LMS launch digital homebuying service
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News in brief - 21 April 2026
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Two in five prospective buyers waiting for ‘sign’ before making move
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Rosemount Financial Solutions (IFA) partners with Beanstalk
INVESTMENTS
There are 1229 articles for the INVESTMENTS category
Consumer price index (CPI) inflation increased by 3.3% in the 12 months to March, mainly due to an increase in motor fuel prices as a result of the conflict in the Middle East
Posted: 22/04/2026
UK gross domestic product (GDP) expanded by 0.5% month-on-month in February, which is the biggest monthly increase in over two years, the Office for National Statistics (ONS) has revealed
Posted: 16/04/2026
Standard Life has agreed a deal to acquire Aegon UK for £2bn to create the UK’s largest retirement savings and income business
Posted: 15/04/2026
Absolute Financial Group has announced the addition of three new independent financial adviser (IFA) firms to the group
Posted: 13/04/2026
Advised platforms hit record-high gross sales last year, rising from £80bn in 2024 to £92.8bn in 2025, a report from The Lang Cat has shown
Posted: 09/04/2026
Thirty per cent of UK adults say they lack the knowledge, confidence and time to invest their savings, Rathbones has found
Posted: 09/04/2026
Vintage Wealth has announced the acquisition of Financial Management Independent Financial Advice (FMIFA) for an undisclosed amount
Posted: 08/04/2026
Clifton Wealth Partnership (CWP) has acquired Essex-based financial planning firm Cutting & Carter for an undisclosed sum
Posted: 02/04/2026
Perspective Financial Group has announced the acquisitions of six financial planning firms in the first quarter of 2026, as part of a strategic expansion
Posted: 27/03/2026
Alternative Bridging Corporation has completed a new institutional funding facility with Quilam Capital to support its long-term growth plans
Posted: 27/03/2026
Inflation in the UK remained flat at 3% in the 12 months to February, unchanged from January, the Office for National Statistics (ONS) has revealed
Posted: 25/03/2026
The number of savings accounts earning 1% or less in interest rose by 2,340% in 2025, an increase of over £67bn, research by Spring has found
Posted: 24/03/2026
Absolute Financial Group has confirmed it is in talks with eight independent financial adviser (IFA) firms about joining the group
Posted: 23/03/2026
A third (33%) of Brits who do not invest said it’s because they don’t know enough about investing, Aviva has found
Posted: 19/03/2026
Fairstone Group has acquired West Midlands-based wealth management firm Prosperity Wealth, adding £1.5bn in assets under management (AUM)
Posted: 17/03/2026
Aldermore Group has acquired a £465m portfolio of bridging finance loan assets and associated capability from Octane Capital
Posted: 17/03/2026
Just Wealth has reported a 63% increase in assets under management (AuM) in 2025
Posted: 13/03/2026
UK gross domestic product (GDP) recorded no month-on-month growth in January, following increases of 0.1% and 0.2% in December and November 2025 respectively
Posted: 13/03/2026
Savers have been warned to closely watch fixed-rate cash ISA "best buys" as rates can change quickly, Investec Save has stated
Posted: 12/03/2026
Seventy per cent of contributions made to the 1.3 million junior ISAs (JISAs) held in the UK are towards those owned by children aged between five and 14 years old, AJ Bell has revealed
Posted: 09/03/2026
Royal London has reported that its net inflows totalled £4.1bn in 2025, as the mutual returned to growth following £1bn in outflows in 2024
Posted: 06/03/2026
Today's round up of developments coming out of the consumer finance space, featuring London Credit, Fleet Mortgages and Nationwide
Posted: 06/03/2026
Financial planning and wealth management firm, Suttons Independent Financial Advisors, has announced the acquisition of KSP Financial for an undisclosed amount
Posted: 02/03/2026
Residential property transactions have fallen by 24% month-on-month in January to an estimated 79,880, following a 1% increase in December, HMRC has revealed
Posted: 27/02/2026
More than half (55%) of British adults do not have any investments amid a general lack of understanding, according to Aviva
Posted: 25/02/2026
St. James’s Place (SJP) has announced that it closed 2025 with a record £220bn in funds under management (FuM), up from £190.2bn a year previously
Posted: 25/02/2026
Alternative Bridging Corporation has announced a 50% increase in development finance enquiries after the firm overhauled its proposition last month
Posted: 13/02/2026
Almost a million of the UK’s 2.37 million junior ISAs (JISAs) received no contributions in the 2023/24 tax year, Nottingham Building Society has revealed
Posted: 13/02/2026
Digital savings and mortgage platform Tembo has raised £16m in growth investment
Posted: 13/02/2026
Gross sales across the advised platform sector increased by 12.9% quarter-on-quarter in Q4 2025, reaching a record total of just over £26bn, The Lang Cat has revealed
Posted: 12/02/2026
UK gross domestic product (GDP) increased by 0.1% month-on-month in December, following growth of 0.2% in November, the Office for National Statistics (ONS) has revealed
Posted: 12/02/2026
Almost £900bn is held in ISAs by UK savers, as the market get closer to reaching the milestone of £1trn, AJ Bell has revealed
Posted: 11/02/2026
Over four in five (83%) adults are confident in managing their finance, although this self-assurance is frequently a mask for confusion, Money Ready has stated
Posted: 09/02/2026
Norton Home Loans has secured a senior warehouse facility with Citi, which the lender plans to use to support its growth across the first and second charge mortgage markets
Posted: 04/02/2026
Pepper Advantage has closed its acquisition of Computershare’s UK mortgage servicing business, Computershare Loan Services
Posted: 03/02/2026
Financial planning firms, Cairn Independent, headquartered in Fife, and Glasgow-based JRW, have joined Clifton Wealth Partnership (CWP)
Posted: 03/02/2026
Johnston Carmichael Wealth (JCW) has formally joined with and rebranded to Partners Wealth Management (PWM) following its acquisition in March
Posted: 02/02/2026
Rosemount Financial Solutions (IFA) has announced a record 2025 after its revenues increased by 36%
Posted: 30/01/2026
Titan Wealth has announced its intention to acquire the Plymouth-based independent financial planning and advisory firm, Sound Financial
Posted: 29/01/2026
Confidence in the future of the UK economy remains mixed among commercial finance brokers, research by Asset Advantage has found
Posted: 27/01/2026
Over two thirds (69%) of independent financial advisers (IFAs) have stated that attracting new clients is a high priority for 2026, research by ValidPath has found
Posted: 26/01/2026
ClearScore Group has announced the acquisition of mortgage technology solutions provider, Acre Platforms, for an undisclosed amount
Posted: 23/01/2026
Property finance platform, LendInvest, has announced the launch of a new funding partnership with private credit investor, Castlelake
Posted: 23/01/2026
AJ Bell has reached a new record of £108bn in assets under administration on its platform, a figure up 21% in the last year and 5% in the quarter
Posted: 22/01/2026
Consumer price index (CPI) inflation increased by 3.4% in the 12 months to December, rising from 3.2% in November, the Office for National Statistics (ONS) has revealed
Posted: 21/01/2026
Keystone Property Finance has secured a new funding line that will help to boost its lending volumes
Posted: 20/01/2026
Defaqto has announced the acquisition of Pearson Ham Group’s market pricing business for a deal worth £11m
Posted: 19/01/2026
Brokers have called for greater investment in financial education, after the vast majority said they saw an increase in near prime enquiries in 2025, Atom bank has revealed
Posted: 16/01/2026
UK gross domestic product (GDP) is estimated to have grown by 0.3% month-on-month in November, after falling by 0.1% in October, the Office for National Statistics (ONS) has revealed
Posted: 15/01/2026
Titan Wealth has announced it is to acquire Chester-based financial advice firm, Innes Reid Investments
Posted: 13/01/2026
Quilter has announced a partnership with Standard Life to launch a new smoothed funds offering
Posted: 12/01/2026
Wealth and investment management group, Verso, has received a £4m revolving credit facility (RCF) from digital bank, OakNorth
Posted: 12/01/2026
Financial advisers should give greater focus to their client relationships amid an increase in artificial intelligence (AI) usage in the financial planning sector in 2026, according to Hoxton Wealth
Posted: 09/01/2026
UK retail investors placed a net £530m into funds in November, the strongest month since May 2025, new figures released by the Investment Association (IA) have shown
Posted: 08/01/2026
The majority (92%) of advisers believe investment markets will be more volatile in 2026, research by Wesleyan Financial Services has found
Posted: 06/01/2026
Running costs are continuing to rise across the private rented sector with maintenance and repairs now absorbing close to 40% of total landlord expenditure in some instances
Posted: 06/01/2026
Over a third (37%) of Brits avoid investing any of their savings, compared to 40% in 2015, even though investing has "never been easier", Columbia Threadneedle Investments has stated
Posted: 05/01/2026
High net worth individuals (HNWI) in the UK see changes to taxation laws and regulation as the biggest threat to their investment portfolios over the long term, research from Argenta Private Capital Limited (APCL) has found
Posted: 02/01/2026
Perspective Financial Group has announced the acquisition of Prosser Knowles Associates for an undisclosed amount
Posted: 19/12/2025
UK inflation grew by 3.2% in the year to November, which is the lowest growth rate recorded since March, the Office for National Statistics (ONS) has revealed
Posted: 17/12/2025
Indpendent financial adviser (IFA), Integrity365, has acquired fellow Bristol-based firm Brooks Wealth Management (BWM) for an undisclosed amount
Posted: 16/12/2025
LendInvest Mortgages has announced a new long-term development finance funding partnership with AB CarVal and HSBC
Posted: 15/12/2025
UK gross domestic product (GDP) dropped by 0.1% month-on-month in the three months to October, following 0.1% and 0.2% increases in the three months to September and August respectively
Posted: 12/12/2025
SME lending by high street lenders increased again in Q3 to £4.2bn, which is above the average recorded in 2023 and 2024, UK Finance has revealed
Posted: 11/12/2025
rockwealth has received investment from Swedish financial group, Söderberg & Partners, to strengthen the financial planning firm’s infrastructure
Posted: 11/12/2025
Cotality has announced a strategic partnership with Yorkshire Building Society to integrate its Lender Hub platform
Posted: 10/12/2025
A group of 19 firms that includes banks, wealth managers, and investment trusts have come together to launch a new investment campaign
Posted: 10/12/2025
Titan Wealth has acquired Bath-based independent financial advisory firm, Morgans Ltd
Posted: 10/12/2025
Asset finance is expected to see the strongest demand for SME funding over the next 12 months, Asset Advantage has found
Posted: 09/12/2025
Independent financial advisers (IFAs) should prioritise governance conversations with their investment partners, Hymans Robertson Investment Services (HRIS) has urged
Posted: 04/12/2025
ISA contributions totalled £4.2bn in October, after £2.4bn was invested into ISAs by households in September, the Bank of England (BoE) has revealed
Posted: 01/12/2025
Quilter Financial Planning has added five appointed representative (AR) firms to its advice network since September
Posted: 28/11/2025
The cash ISA limit will be cut from £20,000 to £12,000 from April 2027, Chancellor Rachel Reeves announced in the Autumn Budget.
Posted: 26/11/2025
Craven Street Wealth (CSW) has completed the acquisition of Pharon Independent Financial Advisers for an undisclosed sum
Posted: 25/11/2025
One in eight (12%) retail investors have withdrawn some or all their investments since the start of October, while 16% moved their investments around, research by Opinium has shown
Posted: 21/11/2025
Lloyds Banking Group has announced the acquisition of the London-based fintech firm, Curve, as it looks to broaden its digital transformation
Posted: 20/11/2025
UK inflation slowed to 3.6% in the year to October, in the last update before the upcoming Autumn Budget, the Office for National Statistics (ONS) has revealed
Posted: 19/11/2025
FRP has acquired Arc & Co for a cash consideration of £6.65m as it continues to expand its national offering
Posted: 14/11/2025
Gross domestic product (GDP) growth increased by 0.1% in the three months to September, following 0.2% in the three months to August, the Office for National Statistics (ONS) has revealed in the last update ahead of the Budget
Posted: 13/11/2025
One in three (33%) crypto holders in the UK are investing to support their retirement, a new study by IG has indicated
Posted: 13/11/2025
Chancellor Rachel Reeves will not make any changes to tax-free pension lump sum in the upcoming Budget, officials have confirmed
Posted: 11/11/2025
Contributions to newly opened stocks and shares ISAs increased by 13% year-on-year in the third quarter, Scottish Friendly has revealed
Posted: 11/11/2025
Azets Wealth Management has agreed to acquire chartered financial planner, Evans Falco, as it looks to expand its business into the South West
Posted: 06/11/2025
Evelyn Partners has reported a 7.3% annual rise in assets under management (AuM) to a record high £67bn in Q3
Posted: 04/11/2025
FutureFocus Advisory has been acquired by BRI Wealth Management for an undisclosed amount
Posted: 03/11/2025
Plannr has announced an integration with connectivity tool, ZeroKey
Posted: 30/10/2025
SmartSearch has partnered with technology consultancy and accountancy automation provider, T-Tech, to simplify anti-money laundering (AML) compliance
Posted: 22/10/2025
Quilter has recorded a 48% year-on-year increase in its net inflows, which totalled £2.2bn in the third quarter
Posted: 22/10/2025
UK inflation grew by 3.8% in the year to September, after increasing by the same amount in July and August, the Office for National Statistics (ONS) has revealed
Posted: 22/10/2025
Over a third (36%) of people aged between 60 and 78 don’t know what they are going to do with their tax-free cash, Hargreaves Lansdown has revealed
Posted: 21/10/2025
UK gross domestic product (GDP) increased by 0.3% in the three months to August, following a jump of 0.2% in the three months to July
Posted: 16/10/2025
Titan Wealth has reached an agreement to acquire Blacktower Group for an undisclosed sum, adding £2.2bn to the firm’s assets under management (AUM)
Posted: 14/10/2025
Financial planning business Finli Group has announced the acquisition of a further four firms, bringing its total number of acquisitions so far this year to 18
Posted: 09/10/2025
Hargreaves Lansdown (HL) has reached its record assets under administration (AUA) in the year to 30 June, which increased by 11% to £172.7bn
Posted: 03/10/2025
JPMorgan has announced plans to replace the Nutmeg brand and offer its services on a new wealth management and investment business JPMorgan Personal Investing
Posted: 02/10/2025
UK retail investors withdrew a net £1.8bn from funds in August, a figure significantly up from July’s £277m, new data from the Investment Association (IA) has revealed
Posted: 02/10/2025
Mortgage Advice Bureau (MAB) has announced an investment in Hull-based firm, UK Moneyman
Posted: 01/10/2025
Two fifths (40%) of UK investors would be more likely to invest in cryptocurrency if their investment platform, adviser, or bank offered access to the asset class, research from WisdomTree has found
Posted: 29/09/2025
Hampshire Trust Bank (HTB) has completed an £11.9m development facility to fund the delivery of 58 new homes in Ashford, Middlesex
Posted: 25/09/2025
Pivotal Growth has announced the acquisition of mortgage broker, Believe Money Group, for an undisclosed amount
Posted: 22/09/2025
Bridging completions fell by 8.9% in the three months to the end of June, totalling £2.3bn, the Bridging & Development Lending Association (BDLA) has revealed
Posted: 18/09/2025
UK inflation increased by 3.8% in the 12 months to August, the Office for National Statistics (ONS) has revealed
Posted: 17/09/2025
Beckett Investment Management has acquired Swallow Financial Planning, a chartered financial planning firm based in Ipswich, for an undisclosed amount
Posted: 16/09/2025
Tavistock Investments has completed the acquisition of Lifetime Financial Management Intermediaries for an undisclosed amount
Posted: 12/09/2025
Financial planning firm AAB Wealth has announced the acquisition of Integrity Financial Management and the consolidation of previous acquisitions under its brand
Posted: 09/09/2025
Bridging lender TAB has secured a £500m investment from funds managed by investment manager, AB CarVal
Posted: 09/09/2025
Hargreaves Lansdown has announced a partnership with Schroders Capital to add two of its private market long-term asset funds (LTAFs) to the platform
Posted: 08/09/2025
UK retail investors pulled £752m from funds during July, reversing the inflows of £208m in June, new figures published by the Investment Association (IA) have revealed
Posted: 04/09/2025
Aberdeen has entered into a strategic partnership with Titanbay to simplify access to private markets for wealth managers and distributers in the UK
Posted: 03/09/2025
Shawbrook Group has agreed to acquire specialist lender, ThinCats Group, for an undisclosed sum
Posted: 02/09/2025
Evelyn Partners’ assets under management (AUM) reached a record high of £64.6bn at the end of the first half of 2025, its half-year results report has revealed
Posted: 01/09/2025
Pivotal Growth has announced the acquisitions of More Choice Financial and McPolin Financial Services, to expand its presence across England and Northern Ireland
Posted: 28/08/2025
Advised platform assets under management (AUM) continued to rise in the second quarter of 2025, with net sales at their highest level in three years, analysis from The Lang Cat has revealed
Posted: 22/08/2025
Aberdeen has agreed the sale of its financial planning business to financial advice and planning firm, Ascot Lloyd, for an undisclosed sum
Posted: 21/08/2025
UK inflation increased to 3.8% in July, creeping up from 3.6% in the year to June, the Office for National Statistics (ONS) has revealed
Posted: 20/08/2025
An estimated £137bn could be unlocked for retail investments across the UK by improving financial confidence, according to new research by Moneybox
Posted: 20/08/2025
Contributions to new stocks and shares ISAs increased by 13% in the second quarter of 2025, Scottish Friendly has revealed
Posted: 11/08/2025
Perspective Financial Group has completed a further five acquisitions to take the group’s total number of acquisitions to 121
Posted: 07/08/2025
Octopus Money has agreed to acquire Virgin Money Investments in a move that the firm said would "significantly accelerate its growth in the direct-to-customer wealth market"
Posted: 06/08/2025
Quilter has posted an adjusted pre-tax profit of £100m in its first half results, a 3% improvement on H1 last year
Posted: 06/08/2025
Just Group has agreed to a £2.4bn acquisition offer from the Bermuda-headquartered retirement services firm, Brookfield Wealth Solutions (BWS)
Posted: 01/08/2025
Titan Wealth has announced its intention to acquire East Anglian-based advisory and discretionary portfolio management (DPM) firms, Finance Shop and FS Wealth Management
Posted: 30/07/2025
AJ Bell has reported its highest ever quarterly net inflows in Q3, which totalled £2.5bn in the three months to 30 June
Posted: 24/07/2025
The Personal Finance Society (PFS) has announced a £1m investment in initiatives designed to attract talent for the benefit of the financial planning profession
Posted: 23/07/2025
UK inflation increased to 3.6% in June, after remaining at 3.4% in the 12 months to May, the Office for National Statistics (ONS) has revealed.
The latest figure is the highest inflation rate recorded since January 2024, when consumer prices index (CPI) inflation reached 4%
Posted: 16/07/2025
The Right DA Club has reported "strong results" for the first half of 2025, with growth in both its membership take-up and income
Posted: 14/07/2025
Adult cash ISA balances reached a total of £417bn at the end of May, increasing from £410.5bn in April, Paragon Bank has revealed
Posted: 14/07/2025
Gross domestic product (GDP) fell by 0.1% month-on-month in May, after dropping by 0.3% in April, the Office for National Statistics (ONS) has revealed.
In the three months to May, GDP is estimated to have increased by 0.5% compared to the three months to February 2025
Posted: 11/07/2025
A cash ISA saver maxing out their annual allowance every year since the product launched in 1999 may have lost out on more than £134,000 in real wealth creation compared to those investing in UK shares, research by IG has found
Posted: 09/07/2025
Partners Wealth Management (PWM) has announced the acquisition of Navigate Capital Management (NCM)
Posted: 08/07/2025
Shackleton has announced the acquisition of the Chetwood Group for an undisclosed amount
Posted: 03/07/2025
Ninety-five per cent of surveyed advisers have reported growth in protection sales, PRIMIS has revealed
Posted: 03/07/2025
Independent financial advisers (IFAs) and wealth managers are planning to increase their clients’ exposure to private markets, Wealth Club has found
Posted: 02/07/2025
Keystone Property Finance has successfully completed its fifth securitisation, containing £400m worth of buy-to-let (BTL) loans originated by Keystone and including £80m of pre-funding
Posted: 01/07/2025
Investing and trading platform IG has launched a new campaign in a bid to “reverse the alarming decline of the UK’s equity market”
Posted: 26/06/2025
The number of SMEs looking to spread the cost of tax bills has more than doubled over the past two years, Premium Credit has found
Posted: 24/06/2025
Par Equity is to merge with Praetura Ventures and its adviser-focused arm, Praetura Investments, to create a new venture capital and investment firm, PXN Group
Posted: 20/06/2025
British Business Bank has announced a £10m tier two investment in Shawbrook Bank, as part of its latest £75m capital raise
Posted: 19/06/2025
The Openwork Partnership has successfully completed a transaction to acquire advice firm Milecross Financial Solutions
Posted: 19/06/2025
Shackleton Advisers has entered into a definitive agreement for a majority investment from funds managed by Lee Equity Partners
Posted: 18/06/2025
New bridging loan completions totalled £2.8bn in Q1 2025, matching the record set in Q4 2024, the Bridging & Development Lenders Association (BDLA) has revealed
Posted: 16/06/2025
Shares in Metro Bank have increased by over 10% in early trading, following rumours of a potential takeover deal
Posted: 16/06/2025
Broadstone has announced the acquisition of ExactVAL, aimed at strengthening its capabilities in the life insurance and bulk purchase annuity (BPA) market, for an undisclosed amount
Posted: 12/06/2025
UK GDP was weaker than expected in April, with the economy contracting by 0.3%, compared to market expectations for a 0.1% fall
Posted: 12/06/2025
A new type of private stock market will be launched later in 2025 after the FCA announced the final rules for its Private Intermittent Securities and Capital Exchange System (PISCES)
Posted: 10/06/2025
Mercer, a Marsh McLennan business, has reached an agreement to acquire the UK investment advisory firm Fundhouse for an undisclosed amount
Posted: 09/06/2025
Together Financial Services has announced the successful issuance of a new £500m bond offering
Posted: 05/06/2025
Black & White Bridging has successfully lent over £250m since its launch in 2021, the firm has announced
Posted: 05/06/2025
International wealth advisory group Skybound Wealth Management has announced plans to expand its UK-regulated business
Posted: 02/06/2025
House prices increased month-on-month by 0.5% in May, after dropping by 0.6% in April, Nationwide has revealed
Posted: 02/06/2025
Mattioli Woods and Kingswood Group have announced a merger agreement that will see them combine to create a single UK wealth management group, subject to regulatory approval
Posted: 29/05/2025
Retirement and estate planning (31%) and intergenerational wealth planning (31%) are the top priorities for clients of financial planning firms, Saltus has found
Posted: 29/05/2025
Financial advice network, the Openwork Partnership, has secured a £120m investment from private investment firm, Bain Capital
Posted: 28/05/2025
More than half (56%) of DIY investors increased their exposure to cash in the three-month period between February to April, Charles Stanley Direct has revealed
Posted: 28/05/2025
AJ Bell has posted a 12% jump in pre-tax profit to £68.8m in the first half of its financial year
Posted: 23/05/2025
Wealth management and financial planning firm, Saltus, has announced the acquisition of Delta Financial Management, for an undisclosed amount
Posted: 23/05/2025
Wealth managers clients’ appetite for certainty and greater portfolio diversification is rising amid ongoing market volatility, according to EY’s Global Wealth Research Report
Posted: 22/05/2025
Royal London has reached an agreement to acquire UK-based infrastructure asset manager, Dalmore Capital, subject to regulatory approval
Posted: 22/05/2025
UK inflation has overshot growth expectations by increasing back up to 3.5% in the year to April, the Office for National Statistics (ONS) has revealed
Posted: 21/05/2025
Over seven in 10 (72%) intermediaries have predicted growth in the bridging market in 2025, research by Black & White Bridging has found
Posted: 21/05/2025
Foundation Home Loans has secured £550m in new funding after the successful completion of its Braccan Mortgage Funding 2025-1 deal
Posted: 16/05/2025
Evelyn Partners’ assets under management and advice (AUMA) fell by £1.1bn to £61.9bn in the first quarter of 2025, its latest trading update has revealed
Posted: 13/05/2025
FRP Advisory has announced the acquisition of One Advisory in a deal worth up to £8.1m
Posted: 12/05/2025
MWA Financial has acquired Kent-based independent financial adviser, Knighthood Financial Advice (KFA)
Posted: 09/05/2025
Two in three (66%) independent financial advisers (IFAs) are feeling negative about cryptocurrency as an investment opportunity for their clients, new research by Opinium has revealed
Posted: 30/04/2025
LHV Bank has seen its loan book increase by over 30% quarter-on-quarter in Q1 2025, reaching £400m
Posted: 29/04/2025
The British Business Bank has accredited Creative Growth Finance (CGF) as a delivery partner under its Growth Guarantee Scheme
Posted: 28/04/2025
AJ Bell increased its assets under administration (AUA) to a record £90.4bn in its second quarter, a figure up 13% on last year
Posted: 24/04/2025
Financial adviser Shackleton has announced the launch of a new personal injury and court of protection division
Posted: 23/04/2025
Investor confidence in UK markets fell by 28% in the first week of April, Hargreaves Lansdown has found
Posted: 22/04/2025
Swedish wealth manager Söderberg & Partners has made investments into four more UK-based independent financial adviser (IFA) firms
Posted: 16/04/2025
Thirty-eight per cent of advisers are "regularly turning away" potential new clients enquiring about later life lending options because they lack confidence in providing a suitable service, Key Later Life Finance has found
Posted: 16/04/2025
The rate of inflation slowed again in March to reach 2.6%, the Office for National Statistics (ONS) has revealed
Posted: 16/04/2025
Benchmark Capital, a financial planning solutions provider part of the Schroders Group, has acquired the remaining minority stake in Oculus Wealth Management
Posted: 15/04/2025
The average asking price for a house in Great Britain hit a new record of £377,182 in April, Rightmove has found
Posted: 14/04/2025
UK GDP grew by 0.5% month-on-month in February with growth recorded across all sectors, the Office for National Statistics (ONS) has revealed
Posted: 11/04/2025
One in five (19%) independent financial advisers (IFAs) are anticipating an increase in their clients moving money from investments to cash savings, new research by Opinium has shown
Posted: 11/04/2025
Over one in five (21%) investors who have made financial mistakes in the past regret not researching their investments properly, Columbia Threadneedle Investments has revealed
Posted: 10/04/2025
Perspective Financial Group has announced nine new acquisitions of financial planning firms and added £900m in assets under advice to the group
Posted: 09/04/2025
Scottish Friendly has announced plans to acquire the pension and annuity in payment books of business from Fidelity International, subject to regulatory approval
Posted: 09/04/2025
Ninety-four percent of financial planners involve family members when advising in the wealth transfer process, Quilter Cheviot has found
Posted: 09/04/2025
Adults holding cash ISAs are almost twice as likely to open a junior cash ISA for their children compared to a junior stocks and shares ISA, the Investment Association has found
Posted: 08/04/2025
Financial planning firm Finli Group has expanded its UK operations with a further five acquisitions in March
Posted: 08/04/2025
Quilter has announced the acquisition of MediFintech, a specialist provider of NHS pension analysis and support services
Posted: 07/04/2025
Almost a third (30%) of DIY investors have said they would opt in to use salary sacrifice schemes, Charles Stanley Direct has found
Posted: 07/04/2025
Meridian Mortgages Group has acquired William Lowden & Associates, a Bedfordshire-based mortgage broker specialising in the new build sector
Posted: 02/04/2025
TransUnion has completed the acquisition of credit prequalification and distribution platform, Monevo, from Quint Group
Posted: 02/04/2025
A quarter (24%) of ISA savers are not aware there is a tax deadline for their £20,000 ISA allowance, meaning some could be missing out on accruing tax-free interest on their savings, Charles Stanley has found
Posted: 01/04/2025
Wealthtime has rebranded to The Quanta Group and become a fully integrated wealth manager, following its acquisition of Craven Street Wealth
Posted: 01/04/2025
Evelyn Partners’ assets under management (AUM) increased by £3.9bn in 2024 to a record £63bn, as the firm focused in on his wealth business, its annual report has revealed
Posted: 28/3/2025
Independent financial adviser (IFA) and wealth management firm Shackleton has completed the acquisition of PK Group
Posted: 27/03/2025
AJ Bell has agreed to sell its Platinum SIPP and SSAS business to InvestAcc for a deal worth up to £25m
Posted: 27/03/2025
Global insurance and employee benefits intermediary group Howden has announced plans to acquire Barnett Waddingham for an undisclosed amount
Posted: 25/3/2025
The UK property market is experiencing demand from a much wider range of international investors than is commonly assumed, RAW Capital Partners has stated
Posted: 20/03/2025
UK GDP has fallen by 0.1% in January after an increase of 0.4% in December, the Office for National Statistics (ONS) has revealed
Posted: 14/03/2025
Fund outflows returned in January after two consecutive months of inflows as investors faced “increased uncertainty”, data from the Investment Association (IA) has revealed
Posted: 13/03/2025
Over one in three UK landlords (36%) are planning to expand their property portfolios in 2025, a new study by Market Financial Solutions has indicated
Posted: 13/03/2025
Investment confidence among UK adults has increased by 25% year-on-year in 2024, research by Moneybox has revealed
Posted: 10/03/2025
Seventy per cent of financial planning firms have a positive outlook for growth over the next 12 months, research by Saltus has revealed
Posted: 06/03/2025
Partners Wealth Management (PWM) has completed the acquisition of Scotland-based wealth management business Johnston Carmichael Wealth
Posted: 04/03/2025
Canaccord Genuity Wealth Management has completed the acquisition of Brooks Macdonald Group’s international arm, Brooks Macdonald Asset Management (International) Limited (BMI) for up to £50.9m
Posted: 26/02/2025
Metro Bank has agreed a deal to sell its £584m portfolio of unsecured personal loans as part of a move to prioritise specialist lending
Posted: 26/02/2025
More than a quarter (26%) of retail traders believe that an increasingly volatile UK stock market will increase trading levels this year, according to new research from GraniteShares
Posted: 26/02/2025
Outsourced investments have soared in popularity over the last five years, according to new data from Quilter
Posted: 25/02/2025
Bridging lending has surpassed £10bn in a year for the first time, with increases in applications, completions and loan book value, the Bridging & Development Lenders Association (BDLA) has revealed
Posted: 24/02/2025
Enra Specialist Finance, the parent company of specialist lender West One Loans, has completed a £320m securitisation comprising of first charge and buy-to-let (BTL) mortgages
Posted: 24/02/2025
Benchmark Capital has reached an agreement to acquire Robertson Baxter for an undisclosed amount
Posted: 14/02/2025
Lumin Wealth has announced the acquisition of Professional Financial Centre (PFC), a Berkhsire-based financial advice firm, for an undisclosed sum
Posted: 13/02/2025
Spring Finance has announced that its chief executive and owner, Andrew Bloom, has completed the acquisition of Masthaven Finance
Posted: 11/02/2025
AJ Bell has called on the Government to strengthen the appeal of the lifetime ISA, after the Treasury Committee’s call for evidence on the savings product closed yesterday
Posted: 05/02/2025
Roma Finance has secured a new £100m funding line with NatWest
Posted: 04/02/2025
The British Business Bank has agreed to support a senior facility of up to £100m provided by Paragon Bank to LE Capital
Posted: 04/02/2025
There has been a “notable increase” in acquisitions among independent financial adviser (IFA) firms, a new study by Opinium has suggested, with 9% of firms having acquired other businesses as of December 2024
Posted: 04/02/2025
Brooks Macdonald has completed the acquisition of LIFT-Financial Group and LIFT-Invest
Posted: 03/02/2025
Oxford Risk has called on financial firms to do more to make changes in investor behaviour, after Barclays estimated that 13 million UK adults hold £430bn of possible investments in cash savings
Posted: 03/02/2025
Foresight Group has announced the acquisition of the trade and assets of WHEB Asset Management LLP (WHEB)
Posted: 30/01/2025
AJ Bell has reported year-on-year increases in both gross and net inflows across its investment platform in Q1
Posted: 29/01/2025
Evelyn Partners has entered into an agreement to sell its fund solutions business to Thesis Holdings Limited for an undisclosed sum.
The transaction remains subject to customary regulatory conditions and will complete in the first half of 2025
Posted: 27/01/2025
The wealthiest 10% of households in Britain have the majority of their assets made up of net property wealth and private pension wealth, figures from the Office for National Statistics (ONS) have shown
Posted: 27/01/2025
Titan Wealth has announced the acquisition of Jersey-based financial advisory firm, Advisa Wealth, subject to regulatory approval
Posted: 24/01/2025
Quilter has announced that it reached record core inflows in 2024, totalling £5.2bn
Posted: 23/01/2025
Pivotal Growth has announced a strategic move into the employee benefits sector with the acquisition of Radcliffe & Newlands Mortgages
Posted: 22/01/2025
Perspective Financial Group has announced that it completed five acquisitions in December, taking the group’s total in 2024 alone to 29
Posted: 22/01/2025
Swedish wealth manager Söderberg & Partners has announced investments in three more UK-based IFA firms
Posted: 17/01/2025
Gross domestic product (GDP) growth has been described as "sluggish" by AJ Bell, after it increased marginally by 0.1% in November
Posted: 16/01/2025
The British Business Bank has agreed a £150m funding deal with Shawbrook to increase the amount of development finance that the specialist bank can provide to smaller housebuilders in the UK.
The transaction was made under the British Business Bank’s ENABLE Build programme
Posted: 16/01/2025
The number of mortgage searches in 2024 increased year-on-year by 8%, analysis by Twenty7tec has found
Posted: 16/01/2025
Pivotal Growth has announced the acquisition of Business Protection Solutions (BPS), a protection insurance broker based in Northern Ireland
Posted: 16/01/2025
British Business Investments has announced an initial £20m funding facility to speciality lender, Sprk Capital
Posted: 14/01/2025
Pivotal Growth has announced the acquisition of Cheshire-based mortgage broker, Watts Commercial Finance, for an undisclosed amount.
The move will see managing director of Watts Commercial Finance, Phil Gray, join the Pivotal Growth team
Posted: 09/01/2025
Over half (53%) of homeowners have stated that they don’t know their home’s energy performance certificate (EPC) rating, despite many believing that it can reduce bills and boost property value, Atom bank has found
Posted: 09/01/2025
Foster Denovo has announced the acquisition of Verum Wealth as the financial adviser group expands its presence in Scotland
Posted: 08/01/2025
ModaMortgages, a new buy-to-let (BTL) mortgage lender from Chetwood Bank, has officially launched today
Posted: 08/01/2025
Net mortgage lending and the number of mortgage approvals both fell in November, the Bank of England (BoE) has revealed in its latest money and credit statistics report
Posted: 03/01/2025
Coventry Building Society has completed the acquisition of the Co-operative Bank
Posted: 02/01/2025
Lendco has confirmed the renewal of one of its £400m buy-to-let (BTL) warehouse lines
Posted: 20/12/2024
Titan Wealth has announced the acquisition of Independent Wealth Planners (IWP), a provider of financial planning solutions, for an undisclosed amount
Posted: 18/12/2024
UK inflation increased again year-on-year in November to 2.6%, having reached 2.3% in October
Posted: 18/12/2024
Sirius Finance has completed an £8m revolving credit facility to fund the refinancing of a portfolio of commercial and mixed-use assets
Posted: 17/12/2024
Over a quarter (28%) of those approaching retirement have said they have used a financial adviser or wealth manager, Oxford Risk has found
Posted: 16/12/2024
Over one in six (16%) high-net-worth individuals (HNWIs) over 60 years old have said they will likely need to rely on their children’s inheritance to pay for unexpected later life costs, Rathbones has found
Posted: 16/12/2024
Gross domestic product (GDP) in the UK is estimated to have shrunk by 0.1% in October, following a further 0.1% drop in September
Posted: 13/12/2024
Less than half (45%) of independent financial advisers have described the current investment environment as "good", as they adopt a cautious stance towards current investment opportunities, Opinium has found
Posted: 12/12/2024
Asset management firm Vanguard has announced plans to establish a new advice and wealth management division
Posted: 11/12/2024
Milecross Financial has completed the acquisition of The Martin Cliffe Practice, a financial planning firm based in Milton Keynes
Posted: 10/12/2024
Foster Denovo has acquired Brian Mole Independent Financial Advisers as part of a move to expand its presence across the Midlands
Posted: 06/12/2024
Willis Owen has been acquired by online investment adviser, Moneyfarm, taking the firm’s assets under management to over £5bn
Posted: 05/12/2024
Swedish wealth manager Söderberg & Partners has made three more investments into UK-based independent financial adviser (IFA) firms
Posted: 03/12/2024
Offa has acquired Bank of Ireland’s Alburaq Sharia-compliant home finance portfolio, which includes more than 350 home purchase plans
Posted: 2/12/2024
MKC Wealth has announced the double acquisition of IFA Warr & Co Independent Financial Advisers and Halstead Independent Financial Management
Posted: 25/11/2024
Inflation increased by 2.3% in the year to October, the sharpest monthly increase in two years
Posted: 20/11/2024
Succession Wealth has announced the acquisition of True Wealth Group, a financial planning and wealth management firm with £1.1bn in assets under advice
Posted: 18/11/2024
Legal & General’s asset management division has selected IFM Investors as an infrastructure manager for its defined contribution focused private markets access fund (PMAF)
Posted: 13/11/2024
A number of high net worth individuals (HNWI) have not made retirement or succession plans, despite being confident that their personal wealth will increase, a study has found
Posted: 11/11/2024
Sesame Bankhall Group (SBG) has acquired a strategic stake in New Homes Mortgage Services (NHMS)
Posted: 08/11/2024
One Four Nine Group has acquired Nottingham-based independent chartered financial planning firm, Castlegate Capital
Posted: 06/11/2024
Brooks Macdonald has announced the acquisition of CST Wealth Management, a chartered financial planning firm based in Wales
Posted: 05/11/2024
Perspective Financial Group completed nine acquisitions of financial advice firms in the second half of October, taking its total past 100 since the group was founded in 2008
Posted: 05/11/2024
Financial advisory business and owner of the Dow Schofield Watts brand, DSW Capital, has confirmed the acquisition of DR Solicitors in a deal worth £6.1m
Posted: 04/11/2024
The proposed British ISA has been scrapped as part of today’s Autumn Budget, in a move which some analysts have celebrated
Posted: 30/10/2024
Arthur J. Gallagher & Co has announced the acquisition of London-based investment consulting firm, Redington
Posted: 25/10/2024
The British Smaller Companies VCTs have announced a new share offer for up to £75m, comprised of £50m and a £25m overallotment option
Posted: 24/10/2024
Titan Wealth has entered into an agreement to acquire Ravenscroft Investments, a wealth management services business operating in both Guernsey and Jersey
Posted: 24/10/2024
Just over one in seven (14%) accountants have a positive view of the UK economy, the Association of Chartered Certified Accountants (ACCA) has revealed
Posted: 23/10/2024
The majority (55%) of high net worth individuals (HNWI) feel that the UK is not supportive of wealth creation or creators, a study from Wealth Club has found
Posted: 23/10/2024
The trustee of the Rotork Pension and Life Assurance Scheme has agreed a £70m buy-in transaction with Aviva, covering the pension benefits for 19 current pensioners and dependants and 322 deferred members
Posted: 21/10/2024
Fiduciam has secured a new funding line worth £100m which from Q4 this year is to be deployed over the next two years
Posted: 21/10/2024
A third of parents with children under 18 years old have paid into a stocks and shares ISA (34%) or a cash ISA (33%) to protect against tax changes in the upcoming Budget, Hargreaves Lansdown has found
Posted: 21/10/2024
Söderberg & Partners has made investments into four more IFA firms based in the UK
Posted: 21/10/2024
Financial advisers remain confident about their growth prospects despite concerns about the impending “great wealth transfer”, according to analysis from Natixis Investment Managers (IM)
Posted: 17/10/2024
AJ Bell has reported a 22% annual jump in assets under administration (AUA) to a record £86.5bn in its full-year results
Posted: 17/10/2024
Inflation has fallen below the 2% target set by the Bank of England (BoE) in the year to September to 1.7%, the Office for National Statistics (ONS) has revealed
Posted: 16/10/2024
Concerns about the impact of tax changes in the Autumn Budget have led to more people seeking financial advice, Rathbones has found
Posted: 15/10/2024
Gross domestic product (GDP) in the UK has jumped by 0.2% in the three months to August, after showing no growth in July, the Office for National Statistics (ONS) has revealed
Posted: 11/10/2024
Clarion Wealth Planning has announced that its founder, Ron Walker, has sold 60% of his shareholding to his company management team
Posted: 08/10/2024
Brooks Macdonald has agreed to acquire LIFT-Financial Group and LIFT-Invest for up to £45m, subject to financial targets
Posted: 08/10/2024
Alternative Bridging Corporation has announced a new funding relationship of up to £200m to support its demand for loans
Posted: 08/10/2024
Canaccord Genuity has completed the acquisition of UK-based independent financial planning business Cantab Asset Management
Posted: 07/10/2024
WTW has acquired a stake in UK-based, advice-led wealth manager Atomos, backed by funds managed by Oaktree Capital Management
Posted: 03/10/2024
Almost four in five (78%) UK-based wealth managers and independent financial advisers (IFAs) have seen an increase in the level of trading of stocks and shares by their clients in the past two years, GraniteShares has revealed
Posted: 02/10/2024
Wealth managers and financial advisers are turning to property investments as a route to de-risking through diversification and achieving an increased focus on ESG
Posted: 01/10/2024
Saltus has acquired Tavistock Partners and the assets of Tavistock Partners (UK), including the Abacus and Duchy brands, in a deal worth up to £37.75m
Posted: 01/10/2024
Over three quarters (76%) of employers think that employees not knowing where to start when asking for financial help is a barrier to improving financial wellbeing in the workplace
Posted: 25/09/2024
The announcement that the UK has exempted investment trusts from complying with certain cost disclosure requirements has been welcomed by investment manager, TIME Investments
Posted: 25/09/2024
Belmont Green, which trades as Vida Homeloans, has completed a new £300m residential mortgage-backed security (RMBS)
Posted: 25/09/2023
Goshawk Asset Management has announced the acquisition of Vermeer Investment Management
Posted: 24/09/2024
British Business Investments has announced a £15m uplift to its existing facility with specialist asset finance firm, Liberty Leasing
Posted: 24/09/2024
Black & White Bridging has agreed a new funding line worth £100m to help the lender expand its bridging loan offering to brokers
Posted: 24/09/2024
Close Brothers Group has agreed to sell its wealth management business, Close Brothers Asset Management (CBAM), to funds managed by Oaktree Capital Management for an equity value of up to £200m
Posted: 19/09/2024
Inflation remained unchanged at 2.2% in August as fuel, restaurant and hotel prices offset the increasing cost of air fares, the Office for National Statistics (ONS) has revealed
Posted: 18/09/2024
Legal & General has agreed to sell housebuilder group Cala for an enterprise value of £1.35bn, to Ferguson Bidco Limited, an entity owned by funds managed by Sixth Street Partners and Patron Capital
Posted: 18/09/2024
Skerritts has received regulatory approval for the acquisition of Harrogate-based advice firm, Ellis Bates Financial Advisers
Posted: 17/09/2024
Gen Z could miss out on earning £175m from savings by not shopping around for the best interest rates, Yorkshire Building Society has found
Posted: 13/09/2024
Perceived barriers to financial advice are deterring up to 11 million adults in the UK from seeking support with their finances, according to a study from St. James’s Place (SJP)
Posted: 13/09/2024
Consumer cash savings have fallen by almost a quarter (24.5%) in the year to August, as they continue to struggle with the cost of living crisis, Moneyhub has found
Posted: 12/09/2024
Movera, has announced a new strategic investment into Collaborative Conveyancing to help transform the way conveyancers manage enquiries
Posted: 10/09/2024
The Government has decided to scrap plans for a British ISA over concerns it would have complicated the investment market for individual savers
Posted: 05/09/2024
Wealth management firm Quilter has agreed to acquire NuWealth, a fintech business
Posted: 05/09/2024
Foster Denovo has confirmed the acquisition of Glasgow-based financial advice firm, Rosemount Asset Management
Posted: 04/09/2024
Two funds managed by specialist alternative asset manager Gresham House, Mobeus Income & Growth VCT and The Income & Growth VCT, have launched a £70m share offer with an over-allotment option of £20m
Posted: 02/09/2024
Azets Group has announced the acquisition of regional wealth management and chartered accountancy firm, Milne Craig
Posted: 30/08/2024
Brits paid £3.8bn into cash ISAs in July, taking the total for the tax year to £23.7bn, which is a 22% increase on the same period last year
Posted: 30/08/2024
Tweed Wealth Management (TWM) has acquired Glasgow-based Capital Wealth Consultants (CWC) in a deal that adds £80m in assets to the group
Posted: 29/08/2024
Legal & General (L&G) has funded a new £85m investment with housing association, Anchor, which will use the proceeds primarily to fund the development of new affordable energy efficient homes
Posted: 29/08/2024
Gifting from the 'Bank of Family' has reached record levels in 2024 with £9.2bn being paid out, up from £8.1bn in 2023
Posted: 27/08/2024
Fairstone has announced two full acquisitions that will add £318m of funds under management and 1,250 new clients to the group
Posted: 23/08/2024
CapitalRise closed originated loans of £49.4m in July, a record for the firm, taking it to £400m in cumulative originations for the year so far
Posted: 19/08/2024