IFA consolidator buys Essex-based advice firm
It is the acquirer’s 11th deal in the market
PEOPLE MOVES: Schroders Personal Wealth, IQ-EQ, FE Fundinfo
Advice business hires chief client officer, while investor services firm makes c-suite change
Best Practice | 6 Jan 22
What are the benefits of using a platform?
Don’t think of it as a product, says one managing director, view it as a service
UK advice company buys Yorkshire-based business
Deal adds £40m assets under management
Tilney S&W adds second firm to succession programme
Advice company founder will join the wealth manager’s Essex office