Brewin Dolphin has purchased the financial planning and investment assets of Dundee-based IFA Clark Thomson MortgageFinders, adding 150 clients to the wealth manager's local office.
The acquisition - the purchase price of which is not being disclosed - resulted from the longstanding professional relationship between Clark Thomson MortgageFinders director and owner David Hogg and Brewin...
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Plans for 2021
Downstream buy-out programme
'Rolling out the red carpet'
Looking to triple size of advice business
Latest acquisition expands presence in Leicester and London
Ameriprise Financial strikes £615m deal
Challenging embedded thinking
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