Society inks agreement with Canaccord Genuity Wealth Management

The IFA has acquired Sterling Financial Consultants and FAC

Office location to be part of sustainable business park

Equanimity offers advice to female HNW clients and business owners

‘My only regret is that I could have done it sooner’

More than half of advisers say clients now want insurance advice 

Insurance Premium Tax receipts rise by over a quarter in the past year

Made to meet the ‘increasing desire’ for guaranteed income in retirement

The firm is to complete seven more deals in the coming months

Alex Tait and Will Welch have joined Professional Wealth Management