Quilter Private Client Advisers has added £211m in assets under advice (AUA) after acquiring London-area financial planning businesses Petrus Financial Services, ROC Consultants and M.J.S Wilson & Co.
Quilter's private client advice arm confirmed the three financial adviser co-owners of Windsor-based Petrus Financial Services - Philip Dendy, David Main and Nigel Pearce - would retire following a transition...
100 employees move
Octagon Wealth Management
Combined five decades’ experience
Following Zurich acquisition
Following M&G suspension
No change in the 'near term'
UK goes to the polls on 12 December
Over the course of this week Professional Adviser has revealed the majority of the shortlists for our 2020 PA Awards, the winners of which will be announced at a black-tie dinner in February.
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