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1 week ago | 
professionaladviser.com | Isabel Baxter
Tatton tops the table again Defaqto has identified the top ten most recommended platform managed portfolio solutions (MPS) by value for Q1 2025.
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1 week ago | 
professionaladviser.com | Isabel Baxter
Cheetham Jackson is an independent financial planning firm based in Chorley, with a further eight offices spread across the North of England. It advises on more than £775m of client assets and has more than 70 employee owners. Blakes Financial Management is a firm of IFAs based in Aylesbury, Buckinghamshire, with a team of six advisers. Founded in 2012 by its current managing director, Alan Butler, it manages more than £125m of client assets.
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1 week ago | 
professionaladviser.com | Isabel Baxter
Wealth manager Mattioli Woods has appointed Peter Mann as non-executive chairman, subject to regulatory approval. Mann brings decades of experience to Mattioli Woods. His past positions include vice chairman at Old Mutual Wealth and CEO of Skandia UK.
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1 week ago | 
professionaladviser.com | Isabel Baxter
In a post on LinkedIn shared today (15 April), My Care Consultant founder Jacqueline Berry paid tribute to her colleague Lynn Miles, wife of My Care Consultant operations director Tony Miles, who passed away on Monday this week (14 April) at the age of 62. "Lynn was not only a personal friend of mine, but pivotal in helping My Care Consultant create, launch and service both Care Box and My Care Hub, and will be dreadfully missed by all," Berry wrote.
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1 week ago | 
professionaladviser.com | Isabel Baxter
John Burford suspected of generating more than £1m The Financial Conduct Authority (FCA) has charged John Burford for carrying on an unauthorised business and “dishonestly” misleading investors.
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1 week ago | 
professionaladviser.com | Isabel Baxter
President Carla Brown named as replacement The Personal Finance Society (PFS) has appointed Carla Brown as its new chair as Christine Elliot exits.
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1 week ago | 
professionaladviser.com | Isabel Baxter
‘There has been a massive shortfall in terms of training and recruitment’ In the Next Generation Advisers interview series, senior reporter Isabel Baxter introduces the next generation of advisers and highlights how they are planning to make their mark. Today’s featured adviser is Mattioli Woods’ Shane Stodd...
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1 week ago | 
professionaladviser.com | Isabel Baxter
Network was acquired by Benchmark in 2022 Benchmark Capital (Benchmark), the financial planning arm of Schroders, has agreed to acquire the remaining minority stake in Harrogate-based Oculus Wealth Management.
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1 week ago | 
professionaladviser.com | Isabel Baxter
AAB’s Chartered financial planning team - AAB Wealth - has acquired London-based financial planning firm Magus Wealth. This deal boosts its assets under advice (AuA) to £1.8bn, an uplift of £650m. Marking AAB's first wealth acquisition in the capital, the firm said this move "signals a strategic focus" on expanding its footprint and growing its team in London and the South-East.
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2 weeks ago | 
professionaladviser.com | Isabel Baxter
The asset purchase of Manchester-based Redswan's IFA business and two trustee companies for self-invested personal pensions (SIPP) and small self-administered schemes (SSAS) means they are now part of the Westerby Group. The deal marks the latest acquisition by Westerby, which recently became an Employee Ownership Trust, when the chairman and founder Les McLintic transferred all his ordinary voting shares in the company to the trust to make employees beneficiaries of any future profits.
