Will create one of the UK’s largest financial planning firms
Wilma Edwards, Paul Telford and Nick Dixon join
Many are switching off ongoing fees for some clients
Smart Financial, Grovely Financial and Chancery Lane Income Planners
AI could spell end of ‘1% of assets’ advice model
Regulator's Kate Tuckley gives update
Acquires Platinum Independent Financial Services
‘My departure should be no more than a ripple on a mill pond’
‘The academy route turned out to be a gamechanger for me’
Advice leader on transforming a fragmented business