United Kingdom
Expats can save a ‘small fortune’ by addressing their mortgage
Financial advice firm director sets up company to help secure better rates
UK wealth manager rebrands following acquisition
As buyer prepares to roll out centralised investment proposition to IFAs
IFA firm buys Scotland-based advice company
Deal adds £761m in funds under influence to the group
UK wealth manager acquisition adds £120m in client funds
It brings total FuM to approximately £1.1bn
Mattioli Woods buys wealth firm for £1.8m
Deal adds £70m in assets under advice and four members of staff