Financial planning firm bolsters UK reach with acquisition
Deal adds more than £150m in funds under management
Deal adds more than £150m in funds under management
To help the firm ‘continue its clear and established acquisition strategy’
International Adviser spoke with Sandringham Financial Partners, M&G Wealth, Progeny, IWP, Quilter and Tenet to discuss how companies can be ready for the FCA’s evaluation of their remote working set up
After facing questions from parliament on private equity takeover
Deal will help serve clients ‘who continue to see London as a major financial hub post-Brexit’
But retail investors will have to wait until after FCA consults on how to expand rules for wider market
They will have access to templates, a financial planner community and get software discounts
It ‘suspects there is an increasing amount of hidden wealth thanks to the rise’ of the asset class
UK regulator unveils £11m campaign to help inexperienced investors understand the market
As 69% call on FCA to impose stronger investor protections where illiquid assets are held in funds
In a bid ‘to find more ways of offering better value for money and better service’ for its clients
Company is ‘already speaking with other adviser firms and expects to make further acquisitions soon’