United Kingdom
UK financial planning company buys wealth manager
Acquirer now has around £3bn in FuM
Advice firm surrenders licence just two years after launch
Business was set up by ex-Lloyds and Barclays duo in 2021
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Investment firm hires CEO of asset management, while insurer makes c-suite change
Evelyn Partners adds eighth advice firm to succession programme
Financial planning company will join the wealth manager’s Liverpool office
Three more advice firms fail
A total of 83 claims have been filed with the FSCS, some related to the British Steel scandal