United Kingdom
UK financial planner buys IFA firm
It is the company’s fourth M&A deal since 2016
IFA company makes double acquisition
Deals are part of firm’s strategy to buy ‘high-quality businesses’
Best Practice | 29 Jan 21
Why I became a financial adviser…
Emily Man worked in the arts before becoming an associate partner at St James’s Place
PEOPLE MOVES: Generali, Brown Shipley, BlackRock
Insurance giant makes c-suite changes, private bank poaches client adviser from HSBC PB
Robo-adviser exits UK retail market
But will retain its partnership with British banking giant