Companies

Loveday & Partners takes Titan Wealth’s total AUM to £17.3bn

Lancashire-based PH7 Wealth Management is no longer authorised

WR Simon Ashley Silver Independent Financial Advisor has been declared failed

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