Three Tatton MPS solutions land in Defaqto’s top ten

Loveday & Partners takes Titan Wealth’s total AUM to £17.3bn

Discretionary wealth firm Mountstone Partners has joined the platform

‘Trade bodies and FCA are both funded by us so should be giving back more’

Lancashire-based PH7 Wealth Management is no longer authorised

WR Simon Ashley Silver Independent Financial Advisor has been declared failed

To increase efficiencies for advisers when carrying out cashflow analysis

Both Oakwood Financial Management and GO IFA are no longer trading

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