Advanta adds £800m AUM with acquisition of City Financial Planning

M&A Deals | 11 Nov 24

This is Advanta’s second acquisition in 2024 and the ninth in total

Earlier this year Fulcrum launched its first LTAF on behalf of a single-employer UK DC pension scheme

The Association of Member-Directed Pension Schemes has in excess of 120 member firms representing all parts of the industry

IA publisher, co-owner Gary Robinson interviews The UAP Group and AllTrust’s Co-owners James Floyd, Rob Shipman

The roadmap was developed with support from Ireland’s International Sustainable Finance Centre of Excellence

United Kingdom