US advice ‘consortium’ buys UK financial planning firm
It is the company’s first M&A deal in Britain
UK Adviser
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Financial advisers fear client acquisition problems in 2021
PFS chief executive says firms must ‘rethink old ways of working’
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‘Major period of readjustment’ for UK expats despite Brexit deal
But ‘good’ news as no deal would have ‘adversely affected’ their pensions, insurance, and healthcare
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How to advise HNW clients with UK investor visas
There are ‘a host of additional risks’ for int’l advisers dealing with applicants
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Private equity firm eyes acquisitions in UK wealth sector
It is looking at companies with assets under management of more than £50m
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Sharia-compliant products offer ESG option for British Muslims
As they prepare ‘to join the socially responsible investment mainstream’
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Fund distributor in talks to buy ‘around 30 IFA practices’
Ex-DeVere Group wealth management consultant says M&A advice deals are ‘natural progression’ for firm
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UK wealth firm wants to be ‘leader’ in sports advice market
Ex-footballer would be ‘surprised’ if other private client firms didn’t have plans to bolster offering for pros
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UK financial planner snaps up IFA firm
Deal brings the company’s assets under management to over £600m
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Australia and Canada demand end to UK ‘frozen’ pensions
Regime is leaving thousands of retired British expats under serious financial strain
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UK financial planning firm makes sixth acquisition of 2020
Deal adds around £120m to the group’s assets under management
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Scottish advice company becomes entirely employee-owned
Founder said he had to ‘break the mould’ from selling to consolidators