UK News
UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
Financial planning firm in M&A talks with 45 advice businesses
Company’s acquisition model ‘is continuing to deliver exceptional results and to drive growth’
Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
Ombudsman eyes temporary reporting changes to solve claim surge
After it received 90,000 more complaints than it expected during the pandemic
Former EY consultant creates digital estate planning service
To help advisers ‘make a real difference to their clients’ lives’