JM Finn & Co has inked a deal with Lawrence Miller & Co which will see it provide the Cwmbran-based IFA with investment management services via the Ascentric wrap.
The South Wales IFA said it needed to rethink its investment management offering in the run-up to the Retail Distribution Review (RDR). "The financial services landscape is in a great period of change so it is essential that we are in a position to provide continuity to our clients," said Lawrence Miller & Co managing director William Harris. "With this partnership we hope to meet both our client needs and address the current state of flux." The link-up with Lawrence Miller comes as JM Finn develops its Tailored Platform Solution (TPS). "With this partnership we will focus on de...
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