UK financial planner agrees seventh M&A deal of 2020
Firm has gained almost £1.2bn in funds under management through its buy out scheme this year
PEOPLE MOVES: Beaufort Financial, Barclays, Brown Shipley
Wealth firm hires head of advice, while private bank creates global family office role
Best Practice | 6 Jul 20
Best Practice Adviser Awards 2020
All categories and regions open for entries – deadline is 4 September
Pressure mounts over UK ‘wealth tax’
Chancellor Rishi Sunak to set out recovery plan as lockdown eases
Ex-Brewin and SJP wealth manager launches IFA referral service
It meets a ‘clear niche in the market’ and aims to achieve ‘significant growth in the coming years’

