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2 days ago | 
moneymarketing.co.uk | Momodou Musa Touray |Alistair McQueen
Fairstone has signed its 100th Downstream Buy Out (DBO) deal with Halifax-based Richardson Premier Wealth Ltd. The deal marks a significant milestone in Fairstone’s acquisition-led growth strategy, as well as reinforcing its consolidation position in the financial advice market. Richardson Premier Wealth is the latest advice business to join Fairstone’s DBO programme, which provides firms with capital investment, operational support and regulatory backing ahead of full integration.
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4 days ago | 
moneymarketing.co.uk | Momodou Musa Touray |Darius McQuaid |Alistair McQueen
TrinityBridge has appointed Nigel Stockton as its new chief executive, subject to regulatory approval. He will succeed Eddy Reynolds, who will step down in September 2025 after three and a half years in the role. Reynolds joined the business in March 2022 when it was still operating as Close Brothers Asset Management. During his time as CEO, the firm experienced significant growth.
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1 week ago | 
moneymarketing.co.uk | Alistair McQueen |Darius McQuaid |Lyndon White
Stop. Listen. What can you hear? That’s the sound of thousands of real people telling us what they really think about all that we do. The FCA’s Financial Lives survey has been running since 2017. Since then, it has listened to the views of more than 60,000 real people, sharing their experiences of our world – the good and the bad. Thank you to the FCA for providing this insight.
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Mar 28, 2025 | 
moneymarketing.co.uk | Momodou Musa Touray |Kimberley Dondo |Alan Hughes |Alistair McQueen
Brooks Macdonald has moved its listing from the Alternative Investment Market (AIM) to the main market of the London Stock Exchange. The move, announced in a trading update this morning (28 March), is aimed at “broadening” the wealth manager’s shareholder base. Brooks Macdonald has been listed on AIM since 2005. In January, it revealed plans to move from AIM to the LSE main market on the back of strong financial results.
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Mar 25, 2025 | 
moneymarketing.co.uk | Darius McQuaid |Momodou Musa Touray |Darius McDermott |Alistair McQueen
The stocks and shares Isa should be renamed ‘investment Isa’, Association of Investment Companies chief executive Richard Stone has told Money Marketing. Stone admitted this might sound “trite”, but he believes it would make a difference. “If you could do something that changes how people respond and react to the Isa, that would be great,” he added. He also would make this rebrand part of the Isa simplification process.
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Jan 24, 2025 | 
moneymarketing.co.uk | Kimberley Dondo |Amanda Newman Smith |Darius McQuaid |Alistair McQueen
Money Marketing’s Weekly Must-Reads: Top 10 StoriesThis week, Ros Altmann discusses the consequences of removing IHT exemptions for unused pension funds, while campaigners celebrate a victory as HMRC prepares to address the ‘scandal’ of overtaxed pensions.
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Jan 22, 2025 | 
moneymarketing.co.uk | Dan Cooper |Alistair McQueen |Momodou Musa Touray |Kimberley Dondo
An HMRC system that has over-taxed pensioners to the tune of £1.3bn since 2015 is finally set to be overhauled following years of campaigning. When Pension Freedoms were introduced in April 2015, savers with defined contribution (DC) type pensions were allowed to take their pension out in chunks, rather than being forced to buy an income for life.
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Jan 22, 2025 | 
moneymarketing.co.uk | Alistair McQueen |Darius McQuaid |Momodou Musa Touray
Did you set yourself a new year resolution? If you did, you’re not alone. According to research from the pollster YouGov, more than a quarter of us began the year with great intentions. Are you still sticking to your resolution? If not, don’t be hard on yourself. For one in five of us, our better way doesn’t make it past January. I began 2025 with the inspiration of the “blue zones” – the five corners of the world that are noted for their longer and healthier lives.
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Nov 7, 2024 | 
moneymarketing.co.uk | Dan Cooper |Andy Bell |Kimberley Dondo |Alistair McQueen
Experts from across the financial service sector have been giving their reaction after the Bank of England cut rates by a quarter of a percentage point to 4.75%. The Bank’s monetary policy committee (MPC) voted 8:1 in favour of the cut at lunchtime today (7 November), with one member voting for a hold. It is the second time this year the MPC has opted to slash rates.
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Nov 4, 2024 | 
moneymarketing.co.uk | Greg Neall |Alistair McQueen
It’s impossible to count the number of headlines written over the last few months declaring the 25% tax-free pension lump sum was in danger of being scrapped in last week’s Budget to boost clicks and comments. Anyone with a working brain and the slightest bit of political nous could see there was no way the chancellor would do something so politically suicidal, especially after the Winter Fuel Allowance fiasco. Shame on those claiming it was ever likely.
