Curtis Banks has completed the acquisition of Talbot and Muir after receiving regulatory approval from the Financial Conduct Authority.
Talbot and Muir, an independent self-invested personal pension (SIPP) and small self-administered scheme (SSAS) provider, has 75 staff with offices in Nottingham and Leeds. It administers more than 6,500...
In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice
Tabled by Stephen Timms
'Left to fend for themselves'
Changed in November last year
82% made no changes
Headed by Simon Monk
2,000 advice firms shifted
Building a brand
'Better balance between fee and interest income'