United Kingdom
Advice company buys UK wealth firm
This is the group’s sixth acquisition in the last 18 months
Are VCTs a useful tool for advisers?
They have been labelled the ‘next sensible step in tax management’
Best Practice | 13 Mar 23
Modernising the lasting power of attorney process
Changes will be a ‘positive step’ towards improving the process of making and registering LPAs
Wealth manager unveils regional hub in York
Operation will be headed up by a former UBS WM executive director
PE-backed IFA group buys UK financial planning firm
It is the company’s second deal of 2023