Financial planning firm opens London office
Former 2Plan Wealth Management and Throgmorton Private Capital adviser will run the operation
UK Adviser
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Ex-Prudential adviser sets up UK wealth management firm
Being made redundant forced him ‘to take the leap’
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UK banking group to buy retirement product provider for £400m?
Prospective deal will help bolster its IFA distribution channel
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Just 12% of UK retirees have taken advice from an IFA
As 20% said they considered riskier pension products for the higher rate of interest
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UK financial planning firm completes third acquisition of 2021
Deal adds over £100m in funds under management
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Inheritance ‘a key financial pillar’ for most Brits
But only 14% are aware of the rules on IHT liabilities
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UK advice firm acquires Scottish financial planning business
It does not want to do deals which see clients as a ‘secondary concern’
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Private equity-backed consolidator withdraws advice firm bid
Would-be acquirer unable to make the company fit its model
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Poor M&A due diligence will come back to haunt advice firms
‘Smart buyers’ are starting to accurately value a business
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Covid no longer biggest stock market threat
As more managers expect a ‘V’ shaped recovery
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PFS offers free membership to prospective second careerists
Candidates selected will receive training support to become financial advisers within two years
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Vanguard unveils advice service for UK retirement savers
It ‘will be at an all-in cost of just 0.79%’