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Succession gets back on IFA acquisition trail with two deals

National consolidator Succession has acquired Inverness-based MacKenzie Investments, co-directed by former Institute of Financial Planning director Phil Billingham. It has also purchased Cheltenham IFA Warwick Butchart Associates. Both firms were acquired in August and brought a combined £350m of assets under advice to Succession. Chartered financial planner McKenzie Investments has four planners including one trainee […]

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Trade body calls for suspension of Priips KIDs

An investment trade body has called for the new key information documents to be suspended calling them “systematically flawed” because of their reliance on past performance as a basis for future projections. The Association of Investment Companies also wants the Treasury select committee to launch an enquiry into KIDs because of what it sees as […]

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L&G: Advisers need to help bust pension jargon

Annuities, drawdown, Sipps – these terms can confuse and alienate customers. People really just want to know what will enable them to have the retirement they’ve always dreamed of, with enough flexibility to deal with life’s changing circumstances and perhaps a small inheritance to pass on too. What is everyday terminology for us in the […]

Consolidator AFH buys fourth advice firm in two weeks

Consolidator AFH has bought its fourth financial advice firm in just two weeks. Bedfordshire-based Ashton House IFA Limited becomes the latest firm to join AFH and is the 13th acquisition it has made this year. AFH will pay up to £2.6m for Ashton House. Adviser Tony James, the sole IFA at the firm according to […]

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