Isham Financial Centre is headed up by David Sawiak
‘Advice firms need good data for regulatory compliance’
Bringing more access to advisers and retail investors
‘Significant implications for treatment of non-matrimonial assets on divorce’
Designed to help with a ‘comprehensive succession and acquisition solution’
‘We felt that it isn’t right for us to only be rewarded by making a transactional sale’
Announcement to be part of chancellor’s July Mansion House speech
Considered prescribing how firms should support ‘vulnerable consumers’
Continued appetite and momentum in M&A space
Firms could generate up to £499 in revenue per customer