FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
You are currently accessing Professional Adviser via your Enterprise account.
If you already have an account please use the link below to sign in.
If you have any problems with your access or would like to request an individual access account please contact our customer service team.
Phone: +44 (0) 1858 438800
Email: [email protected]
Search Professional Adviser
Ayesha Venkataraman was news editor at Professional Adviser between November 2021 and February 2023.
£9.6bn AUM
FOS upheld 17 complaints
25 pension transfer claims
New PM could restore triple lock increases
Seventh deal since PE funding
Total AUA £1bn
Buy-and-build strategy
Second firm joining its Newcastle office
Two new hires
FOS received 123 complaints in FY22/23
08 September 2022
•
2 min read
