UK Adviser
PE-backed IFA group buys UK financial planning firm
It is the company’s second deal of 2023
Founder of Glasgow-headquartered Sipp provider dies
He also founded an IFA business which is now part of True Potential
What do advisers need to know about tax-efficient investments?
Many IFAs underestimate the size of the market
IFA consolidator bags £15m for M&A spree
As the company targets over £1bn in AuA within the next 18 months
UK advice company buys financial planning business
Managing director of acquired firm will move into a relationship management role