UK Adviser
Just 12% of UK retirees have taken advice from an IFA
As 20% said they considered riskier pension products for the higher rate of interest
UK financial planning firm completes third acquisition of 2021
Deal adds over £100m in funds under management
Inheritance ‘a key financial pillar’ for most Brits
But only 14% are aware of the rules on IHT liabilities
UK advice firm acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
Private equity-backed consolidator withdraws advice firm bid
Would-be acquirer unable to make the company fit its model