Companies

‘We tried as sister companies, but it hasn't got us all the way there’

Pension Potential from Punter Southall leads the way

International IFA brings in more than 7,000 clients

Bought Buckinghamshire-based The Martin Cliffe Practice

To be a ‘more significant’ asset manager

Quilter Financial Planning expands with a clutch of AR firm appointments

'Record' AUA of £86.5bn, up £15.6bn from 2023

Brings group total assets to more than £5bn

120 clients yet to engage in process to get assets returned

Brian Mole marks the national firm's sixth acquisition in 12 months