National IFA 2Plan has announced a link-up with south-west based adviser Source Financial.
The deal will see Source's 43 advisers become registered individuals (RIs) of 2Plan and take the number of 2Plan practitioners beyond 150. Source was established in 2003 and has a business split of 75% investment and 20% pensions, with a small amount of mortgages and protection. Chris Smallwood, 2Plan CEO, says Source's investment-heavy strategy fits 2Plan's wealth management focus. "We are very impressed with the professionalism and commitment which Source has shown both to its advisers and clients," Smallwood says. "With its enviable track record of success and profitable business...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes