Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value
To help advisers ensure their clients’ investments provide fair value
FSCS has received six claims against the company
FSCS has received seven claims so far against the companies
Will Harries was previously a rugby player before joining Lumin Wealth
Bank names CEO of its Channel Islands arm, as law firm appoints group chief executive
Management fee for the portfolios is 0.05%
Deal adds £62m in AuM
Region’s financial sector is ‘developing and evolving at a rapid pace’
In a bid to provide ‘a critical resource for firms seeking to make inroads into the UK adviser channel’
To empower advisers ‘to take action into their own hands and build a greener future for their clients and communities’
Company says it is ‘not in the business of buying and consolidating’
Advisers will pay £155,000 in compensation