National independent advisory business Wren Sterling has boosted its assets under advice (AUA) by £116m with the acquisition of Dunfermline-based firm T D Armstrong Financial Planning.
The deal, which takes Wren Sterling's total assets under advice to £3.3bn, will see financial coach Max Horne, account manager Trudi Horne and independent financial planner Fraser Rowan join the business...
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Due diligence challenges
Reasons to be optimistic in 2021
The Financial Conduct Authority (FCA) has published a defined benefit (DB) transfer tool which it said should help firms understand its file review methodology for DB transfer advice. But what exactly is it and why should advisers care?
131 firms have authorisations revoked