UK
UK advice firm snaps up financial planning business
Following the retirement of the acquired firm’s managing director
Support services provider rolls out single dashboard adviser software
It is designed to help advice firms run their business from one dashboard
Private client services provider opens London office
Group will offer a range of financial, legal and lifestyle services for ultra-high net worth individuals
Financial planning business snaps up UK advice company
Owner of acquired firm has decided to take a step back from advising
Newly-launched financial planning firm makes first acquisition
Adding around £45m in assets under management