Advice consolidator acquires another South West firm

Consolidator AFH has added £300m in assets under advice with its £4.2m purchase of Devon-headquartered LFS & Partners as it continues a flurry of acquisitions. A total of 27 financial and mortgage advisers and their support staff will join AFH across three offices in Barnstable, Taunton and Minehead. AFH is continuing to bolster its presence […]

pension tax planning

AFH gains 26 advisers in £5.1m deal

Consolidator AFH has secured its largest acquisition this year as it continues to rapidly expand its advice business. The deal is the 11th since January and will see AFH secure three client banks, having acquired the portfolios of HTH Group and its subsidiaries, Thomas Heald and Thomas Heald Solutions. As part of the deal 26 […]

Aegon brings back executive as Cofunds issues rumble on

Former Aegon chief operating officer Tommy Young has rejoined the provider as a consultant as it continues to resolve issues with the Cofunds replatforming. Young was appointed chief operating officer at Aegon in 2011 having joined the provider in 2009 as governance and controls director of its sales and distribution business. He retired in February. […]

Succession to compensate after battle over advice responsibility

Succession Wealth Management has been ordered to pay compensation despite arguing it should not be responsible for the advice that was complained about. In an upheld ruling, the Financial Ombudsman Service says Succession should have advised the complainants, Mr and Mrs D, to use their yearly Isa allowance to avoid a potential capital gains tax […]

Globe - thumbnail

Considerations for overseas workers in Germany

With Germany’s strong economic growth leading the eurozone’s recovery, many UK businesses are keen to be part of the success story: recent data shows that there are currently more than 280,000* employees working for a UK-controlled company in the country.


News and expert analysis straight to your inbox

Sign up


    Leave a comment