Companies

Paraplanning and administration packages available for advice firms

Accountants and advisers able to collaborate through online platform

Prism Financial Advice has a team of 17 IFAs and more than £630m AUA

The deal with 3G Financial took effect on 31 August 2023

Latest deals add £220m in AUM and two new offices

Deal increases group's number of financial advisers to 120

STS Europe becomes part of DSW's tax practice

Creates one of the UK's largest discretionary wealth managers

Added 1,000 to its books through two advisory deals

Defaqto and SimplyBiz ‘contributed well to Fintel’s profitability’