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