Consecutive growth for the firm as group turnover rises by 20% in 2023
A 10% increase in transactions has taken the total owned to £900m
Investigating advice given prior to July 2019 from director Kathryn Brown
Pension Advice Specialists, trading as Ashworth Wealth, no longer exists
‘Adviser platforms are more nuanced than just outsourced versus in-house’
Consolidator acquires Nottingham-based James Ryan Thornhill
In Partnership buys two paraplanning and administration support providers
Frankie Smith has launched two businesses at the age of 29
Latest deal as part of the Chartered firm’s ‘buy and build’ strategy
IFM ‘poorly advised’ clients to transfer out of DB pension schemes