Novia
PEOPLE MOVES: Sandringham FP, Novia Financial, Pershing
CEO to leave advice firm, as platform hires chief technology officer
Is consolidation good for wealth clients?
‘We may well continue to see much more activity in the coming months’
Novia Financial brand to disappear following acquisition
It will be combined with fellow platform Wealthtime
How self-invested personal pensions are taxed
‘System is potentially set up for the administrative convenience of HMRC rather than the benefit of taxpayers’
PEOPLE MOVES: Fairstone, Novia, Stonehage Fleming
Financial planning firm makes c-suite change, as platform hires strategic partnerships director