Financial planning
Adviser spotlight: How DIYMoney is tackling the huge ‘advice gap’ in the UK
Financial Planning need not be complicated, certainly for those who are building up their assets over their working life
Financial planning | 15 May 24
The Exit Partnership, Change Squared, AspireExec combine as new business lifecycle agency
Melo will help financial planning firm owners build better businesses, at every stage of journey from launch to exit
Financial planning | 8 May 24
Alexander Beard Group joins US employee benefits brokerage Assurex Global
The partnership currently includes Griffiths & Armour in Liverpool, and Broadstone Financial Solutions in London.
Financial planning | 8 May 24
Advanta Solutions acquires City of London advice firm
It marks Advanta’s first acquisition in 2024 and the eighth in total
MWA Financial grows AUM by £100m with acquisition of UK financial adviser
All three advisers and their support staff will all remain with the business