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Rathbones completes £104m wealth manager acquisition

Rathbones has completed its acquisition of Scottish independent wealth manager Speirs & Jeffrey, which was announced in June. The acquisition will see Speirs & Jeffrey rebrand and follows Rathbones’ £18m buyout of the Vision Independent network in 2015, which grew its financial planning arm with 78 new advisers. Rathbones had been in talks to acquire Speirs […]

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 […]

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