Creates one of the UK's largest discretionary wealth managers
Added 1,000 to its books through two advisory deals
Defaqto and SimplyBiz ‘contributed well to Fintel’s profitability’
Gainsborough Financial Services can no longer carry out regulated activities
Seventh deal since Sovereign Capital Partners £55m backing
Keith Dickinson and Andrew Allen are banned from giving pensions advice
Adviser training includes immersive 360° film and interactive role play
Deal takes adviser numbers to 36 and client numbers to nearly 4,500
Society inks agreement with Canaccord Genuity Wealth Management
The IFA has acquired Sterling Financial Consultants and FAC