UK advice network acquires financial planning firm
As it receives funding from bank to finance its growth plans
As it receives funding from bank to finance its growth plans
It will focus on investment opportunities in Indian markets
It wants to have offices in Dubai, Hong Kong and Singapore
One of the ‘hardest decisions’ for IFAs is ‘knowing when to step back from the business they have built up’
Deal boosts assets under management to around £5bn
This follows office openings in Birmingham and Manchester
There are ‘many challenges’ for Americans
A former True Potential financial planner has joined the company to run the operation
He was also previously at Standard Life
‘We want to become the global platform for British people’, CEO tells IA exclusively
It is ‘natural’ for advisers to focus on older customers
It will be available in Guernsey, Jersey and the Isle of Man