UK Adviser
Ex-Punter Southall Wealth advisers set up Birmingham IFA firm
Founders have over 50 years’ experience in the financial services industry
UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
Former EY consultant creates digital estate planning service
To help advisers ‘make a real difference to their clients’ lives’
Global advice ‘consortium’ buys UK financial planning firm
This is the acquirer’s second deal in Britain in 2021