Plannr Technologies and Transact team-up on income statement service
Aiming to “supercharge the efficiency of financial advisers”
Aiming to “supercharge the efficiency of financial advisers”
One in three said they intend to retire before age of 50
Smaller companies finding it increasingly harder to compete
Danielle Pearce joins the firm
Review of appointed representative firms to commence shortly
The Swedish wealth manager has now made investments in 11 UK firms