A financial adviser has been terminated by the Quilter Financial Planning network after failing to properly follow its advice processes, Professional Adviser can reveal.
Daniel Thomas was a director at Bridgend-based firm DPT Financial Solutions, which was an appointed representative of Quilter. The firm is now inactive. During his time at the company, Thomas advised...
Standard Life Aberdeen's financial advice business 1825 has made changes to its leadership team that will see joint-leaders take charge of its financial planning and advice teams.
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