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Bought 100% of Advison and 49% of Chartered Independent

Latest acquisition takes the firm’s AUM to nearly £7bn

'ESMA continues to prioritise promoting transparency'

The editor's Friday Night Takeaway from 18 November

Advisers agree yesterday reinforces the importance of having a plan

NextWealth report looks at implications of Consumer Duty rules

‘Encouraging clients to include younger generations'

Advisers enabled to ‘jump in’ and help clients during planning process

A deep dive into the role paraplanners are playing in today’s advice world

Succeeds Antonio Lorenzo after his seven years at the helm