UK Adviser
Financial planning firm bolsters UK reach with acquisition
Deal adds more than £150m in funds under management
UK financial planning company receives private equity backing
To help the firm ‘continue its clear and established acquisition strategy’
Best Practice | 22 Oct 21
Adviser support group unveils tool to help small firms grow
They will have access to templates, a financial planner community and get software discounts
Premier Miton unveils first Sipp on its adviser portal
In a bid ‘to find more ways of offering better value for money and better service’ for its clients
IFA and fund management group launches with double M&A deal
Company is ‘already speaking with other adviser firms and expects to make further acquisitions soon’