UK Adviser

Companies | 14 Nov 22

UK financial planning firm makes first acquisition

Deal expands the company’s presence in the Midlands

Companies | 10 Nov 22

Accountancy firm sells IFA client book to PE-backed wealth group

As its in-house adviser retires

Companies | 8 Nov 22

Financial planning firm unveils Leeds operation

Office will be run by a former Quilter adviser

Companies | 8 Nov 22

UK wealth firm creates retirement planning arm

After it found ‘gap in the market for those looking to plan for the future’

Companies | 7 Nov 22

UK financial planning company buys IFA firm

Deal adds £150m in assets under management