UK Adviser
Wealth manager buys financial advice company
Deal pushes the firm’s AuM to over £860m
Brexit pushed firms to ‘shift focus’ to UK wealth hot spots
Tech advancements have ‘enabled the establishment of low-cost satellite offices to support business development’
Wealth manager acquires outsourcing business
As it targets 15% annual growth for the next five years
Best Practice | 31 May 22
Pension fintech firm partners with financial planning business
100,000 people every month in the UK are planning for their retirement by searching on Google
UK advice company buys IFA firm’s client book
Acquired business was looking for a ‘safe pair of hands’