Expelled Quilter adviser involved with two new firms
Anonymous concerns over phoenixing
A financial adviser who was terminated from the Quilter Financial Planning network has started what appears to be a claims management company.
Last month, Professional Adviser revealed Daniel Thomas, who was a director at Bridgend-based firm DPT Financial Solutions - a former appointed representative of Quilter Financial Planning - had been terminated...
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Ascot Lloyd grows war chest to £100m after deal with US investment group
Made 12 acquisitions in 2020
