Companies

James Freshney and Jack Silk set up Sherpa Family Wealth in November last year

Sets out ‘extensive but appropriate’ use of AI

Co-founder Andrea MacDonald will be joining Saturn

Snaps up Stonewood Financial Planning

Acquires Prosser Knowles in Droitwich and Gloucester

Carlyle acquired Intelliflo from Invesco for £148.6m in August

Adds £650m in AUM

Latest court hearing took place on 11 December

Firm also looks to appoint more female advisers

Snaps up Absolute Sense Financial Planners