UK Adviser
IWP names former Succession Wealth adviser CEO of Welsh hub
As it rebrands the business
UK financial planner buys IFA firm
It is the company’s fourth M&A deal since 2016
Robo-adviser exits UK retail market
But will retain its partnership with British banking giant
‘Lack of advisers’ offering services to UK expats in the US
There should be an ‘increase in qualifications to enter the market’ for those specialising in Brits overseas
SJP ‘paused’ intake of students to academy last year
As the firm reports 11% increase in funds under management