Companies
Pareto bolsters its ranks with three new paraplanners
Combined five decades’ experience
Embark Group: 'Zurich purchase was opportunistic - we have no plans to acquire anything else'
Following Zurich acquisition
Advice firm consolidator Succession Wealth opens HQ in Birmingham
Firm's central hub
Schroders Personal Wealth launches PR campaign to tackle advice perceptions
21% of people would rather see a dentist
Andy Briggs named Phoenix chief exec as Clive Bannister exits
Bannister oversaw Standard Life acquisition
Ludlow expands North West presence with latest acquisition
Firm's third acquisition this year
Scottish Friendly completes Canada Life pension book acquisition
AUM increase by £2.4bn
Warwickshire IFA bought for up to £615,000
50 AFH acquisitions since AIM listing
Bravura set to acquire platform software company for £13m
Equivalent to AUS$25m
Hop property: Succession closes on £8.5bn FUM with IPA acquisition
Plans to acquire more
Tilney names new Belfast director of financial planning
Newly created role
Ascot Lloyd to complete eight acquisitions before 2020
To add £1.2bn FUM
Two West Midlands advice firms merge to form 'full IFA service'
'Truly independent advice'
Gilbert to retire from Standard Life Aberdeen in 2020
Will not seek re-election at May AGM
Clifton AM to acquire Portsmouth advice firm
In talks with 13 firms
Three Tavistock bosses loan firm £630,000 to 'bolster' capital position
Despite challenging conditions
Paradigm Norton hires nine financial planners
To Bristol and London offices
Just Group appoints David Richardson as CEO
Was interim CEO
AFH buys IFA Broadleaf for £3.2m
Initial payment of £1.7m
Cumbrian advice firm awarded gold by Investors in People
‘If our people are the best they can be, then so is our service’
Sanlam hires eight wealth planners
Four senior wealth planners
Vitality adds two Olympians to Performance Champions list
Vitality at Work scheme
