Assessment of Value report shows
Pro-Synergy Wealth & Tax Management had ten claims against it
Comes as the firm received notification that Titan has issued a claim
Close Brothers Asset Management sold to Oaktree Capital Management
MPS provider has partnered with The Pension Lab
‘Concentrating on integrating businesses and driving synergies’
City & Merchant went into liquidation on 11 September
Both businesses are no longer trading
Regulator seeks collective £590,544 fine over ‘reckless disregard’