Dudley and Guildford-based IFAs purchased
Discretionary fund manager records net flow increase of 28% to £2.3bn
To meet Consumer Duty and vulnerability regulatory expectations
OCM Wealth Management will use AI to roll out a new AR business model
Loveday & Partners takes Titan Wealth’s total AUM to £17.3bn
Lancashire-based PH7 Wealth Management is no longer authorised
WR Simon Ashley Silver Independent Financial Advisor has been declared failed
Consecutive growth for the firm as group turnover rises by 20% in 2023
A 10% increase in transactions has taken the total owned to £900m
Investigating advice given prior to July 2019 from director Kathryn Brown