UK advice firm unveils US arm
Company is now serving expats in the States and Americans in Britain
Company is now serving expats in the States and Americans in Britain
To expand its footprint across Britain
Almost 18 months after the advice firm’s founder and CEO died
£10m deal will ‘drive consolidation’ in the clinical negligence space
After it offloaded advice company Saunderson House to Rathbones last year
From M&A to tech integration, investment platform professionals give their views on the year ahead
Duo to leave insurer, while adviser support network names managing director
Product will offer ‘significant estate planning benefits five years faster’ than other IHT solutions
It is the acquirer’s 11th deal in the market
Advice business hires chief client officer, while investor services firm makes c-suite change
Deal adds £40m assets under management
Advice company founder will join the wealth manager’s Essex office