Independent advice firm Pareto Financial Planning has formed a partnership with Brooks Macdonald, allowing its clients to access the firm's discretionary investment services.
The deal will give Pareto's clients the opportunity to hold bespoke model portfolios in products such as their ISAs, offshore and onshore bonds, self-invested personal pensions, small self-administered...
Also unveils trust IPO raised £100m
Paul Bruns and Elaine Parkes
3,000 left to transfer
Record numbers of people aged 90 plus