United Kingdom
Tax and wealth advisory firm acquires accountancy business
Deal bolsters support to local companies and individuals with planning needs
Financial planning firm expands UK footprint
It intends to become ‘the largest IFA in the north east’ of England
FCA blocks 25% of firms from consumer investment space
Some were suspected of attempting to phoenix
‘Challenging backdrop’ sees Hansard new business drop 15%
IFA sales are expected to be lower for financial year 2022
Best Practice | 2 Mar 22
Old Mill unveils advice service for vulnerable clients
In a bid to ‘offer real value and differentiate ourselves from our competitors’