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1 week ago | 
citywire.com | Daniel Grote |ayesha khan |Natalia Vasnier |Victoria Bell
‘The biggest challenge was transitioning from startup to scale-up,’ said Kurt Walsh, winner of the ICA’s Compliance Leader of the Year award 2025, and director and head of compliance at East Anglian Financial Planning based in Langham, Colchester.
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1 week ago | 
citywire.com | Natalia Vasnier |ayesha khan |Victoria Bell |Joe Stonor
‘If more women worked in financial services, we might not need so much regulation,’ believes Sam Secomb, founder of Women’s Wealth – a virtual financial planning firm created to cater specifically for women.
Founded by Secomb (pictured above) at the end of 2019, the firm now has four self-employed advisers and aims to raise that to 12 in the next three years.
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2 weeks ago | 
citywire.com | Julian Bovill |ayesha khan |Joe Stonor
‘I still have no plans to retire,’ says Don Fraser, director of London-based Capital Asset Management, who has worked in financial services since 1979. His career began when a chance introduction led him to Imperial Life of Canada, just as Margaret Thatcher’s government came to power. Nearly five decades later, Fraser has witnessed monumental changes in the profession.
‘Before Thatcher, finance was mainly reserved for the wealthy landowners. There were no regulations or exams.
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3 weeks ago | 
citywire.com | Victoria Bell |ayesha khan |Michelle McGagh |Joe Stonor
Philippa Hann has set a grand ambition for Paradigm Norton after becoming CEO of the Bristol-based firm on 1 April.
‘My vision is to make Paradigm Norton widely known as the best financial planning firm in the country,’ she told Citywire.
With more than £1.5bn in assets, Paradigm Norton is already a major financial planning business in the UK.
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3 weeks ago | 
citywire.com | Daniel Grote |ayesha khan |Dylan Lobo |Joe Stonor
James Greenly was anything but green to the advice profession when he made Citywire’s 35 Under 35 list in 2016 at the age of 25. At the time, he was a chartered financial planner at Capital Asset Management and, perhaps even more impressively, the proud owner of a flat in London, having started in the profession at 16 with Norwich-based RJL IFA.
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1 month ago | 
citywire.com | ayesha khan |Julian Bovill |Jack Gilbert
Schroders has said its sustainable policy team and bespoke offering helped it to win a £5.2bn mandate from advice giant St James’s Place (SJP).
SJP announced in January that it was swapping the manager of its Sustainable and Responsible Equity fund from sustainable specialist Impax to Schroders.
Schroders will manage the funds with a blend of its Global Sustainable Value and Global Sustainable Growth strategies. Already have an account?
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1 month ago | 
citywire.com | Dylan Lobo |ayesha khan |Jack Gilbert |Himanshu Singh
Ipswich-based Beckett Investment Management Group has become the 100th partner firm to join Suffolk College’s industry network, strengthening its commitment to financial education and career development.
The partnership, which connects students with real-world expertise, will see the firm delivering financial literacy sessions, careers guidance, and practical workshops to help young people navigate their futures.
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1 month ago | 
citywire.com | ayesha khan |John Schaffer |Julian Bovill
The FCA has gone into greater detail on what it sees as the most severe conflicts of interest in private markets valuation practices.
In a report that had been highlighted in a Dear CEO letter last week, the City watchdog made clear that private markets are top of its mind. Today, it published concerns over valuation related to marketing, fees for evergreen funds, borrowing, and smoothing of volatility.
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1 month ago | 
citywire.com | Sophie Downes |ayesha khan |Victoria Bell |Joe Stonor
For financial planner Sam Curtis (above right) of The Private Office, running the Rome-Ostia half marathon isn’t just about fitness, it’s about giving back to a cause that has supported his, and many other families, in the UK.
On Sunday 2 March, Sam and his younger brother Alex (above left) will run the 13.1-mile course in Italy to raise money for Epilepsy Action. The charity has been a valuable resource for Alex, who has lived with epilepsy for more than 10 years.
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2 months ago | 
citywire.com | ayesha khan |Selin Bucak |Joe Stonor |Alex Steger
Saltus has acquired Newcastle-based advice firm Lowes Financial Management, Citywire has learned, as the private equity-backed group continues its consolidation push.
Lowes, which has its own investment arm, runs about £1bn in assets under advice and was run by managing director Ian Lowes, who appears to have left the business after more than 22 years.
Saltus confirmed the acquisition but did not comment further or reveal details of the purchase price.
