‘Financial advisers aren’t just for the rich’

Says company’s growth has not been as strong as expected

‘You'll have far more likelihood to be able to sell on your terms if you plan early’

Deal completed end of February

The digital wealth manager sees assets exceed £5.5bn

John Dobbs charged with three counts of conspiracy to commit fraud by false representation

CDO on service, technology and ‘moving the dial’

Changes could come in Autumn Budget

‘You always have to take all these with a pinch of salt’

Potential rise of an ‘efficient MPS’ including multi-asset solutions following October Budget