Companies

Succeeds Lee Hartley who is now deputy chair

The group moves from three divisions to two

Owner Andrew Swallow to retire

Acquires Lifetime Financial Management Intermediaries

Acquisition will bring in more younger advisers, Finli outgoing CDO says

Through wealth manager’s ‘Early Careers’ programme

Aims to give Atomos advisers ‘streamlined, efficient’ tools

An ‘industry first’ aiming to make changing providers easier

MD Chris Hall on the HBFS acquisition, organic growth and Jersey differences

The UK wealth management firm to kick off process in October