Latest buys add more than £300m AUM to the national IFA
Preliminary results for the year ended 31 December 2024
Initial rebrand an ‘expensive and confusing’ marketing mistake, advisers say
To ‘strengthen capabilities’ for insurance and investments clients
7IM-owned wealth firm snaps up Johnston Carmicheal Wealth
To trade as CBAM with name change expected 'in due course'
FCA also starts criminal proceedings against firm's business operations manager
New charging model expected from early H2 2025
Brooks Macdonald financial advice deals detailed in half-year results