Wealth manager opens office in Cheltenham
It is the company’s 13th operation across the UK and Channel Islands
UK Adviser
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IFA firm buys Kent-based advice company
Founder has retired after selling his business
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Has the tide turned for UK funds?
‘UK Equity Income was the least popular sector in May and has continued to face challenges’
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UK financial planning firm buys Yorkshire-based business
It is the company’s sixth acquisition in 2021
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How do you solve a problem like younger clients?
Industry must ‘ensure that we provide advice in a way which works for the next generation’
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IFA firm CEO sets up digital retirement planning service
It will specialise in ‘natural income’ via investment trusts listed on the London Stock Exchange
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IFA firm buys Yorkshire-based advice company
It has three more M&A deals in the pipeline
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Financial planning firm makes fifth acquisition of 2021
Deal brings around £250m in funds under management
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Is now the time to trim ‘overvalued’ tech stocks?
After a decade of extraordinary performance, questions are being asked about how much further the rally can go
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‘Cruel and callous’ fraudster to pay £390,000 compensation
After he conned £1.7m from victims using ‘relentless cold calling and high-pressure sales tactics’
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UK wealth manager buys Yorkshire-based company
Deal brings over £250m of assets under advice to the group
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FSCS backtracks on UK advice firm failure
After the lifeboat service said investors could be eligible for compensation