Long-term partnership with alternative finance provider
Consolidator made statement in response to press speculation
Seventh deal of 2022 adds £633m in assets under advice
The deal will expand the professional services firm's footprint in East Anglia
Deal with £1.25bn comes after last year’s acquisition of Tarvos Wealth
PA hears how advisers all across the nation structure their workdays
Reduced need for manual processes part of the enhancements
Number of ‘cold’ enquiries received from online research increases
AUM up to £1.3bn in seventh purchase since inception
Plymouth-based national IFA now has 63 advisers working for it