Newell Palmer has completed the 50th acquisition of its 25-year history, with the purchase of Macclesfield-based IFA The Acumen Investment Partnership.
The deal will see Acumen senior partner Nick Cosby retiring after two decades of working with clients in Cheshire and surrounding areas. The IFA's 119 active clients will now be serviced by the advisory...
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'
1.6% uptick in construction sector
Looking to triple size of advice business
Latest acquisition expands presence in Leicester and London
Ameriprise Financial strikes £615m deal
Challenging embedded thinking