National advice firm Ludlow Wealth Management has snapped up Whalley-based Ivan A Hargraeves & Co, in its third acquisition of the year.
The private equity backed consolidator made the purchase with financial backing from Mobeus Equity Partners as part of its goal to acquire £2bn of assets under management. The deal, for an undisclosed...
£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