Wealth management firm Mattioli Woods has acquired Broughtons Financial Planning for a total consideration of up to £4m.
The West Midlands-based firm will add 250 clients and more than £120m assets under advice to Mattioli Woods. The Broughtons management team will be retained by the wealth manager. The acquired firm...
PARTNER INSIGHT: For many advisers, outsourcing to a multi-manager or discretionary fund manager makes sense, allowing them to focus on the adviser-client relationship
An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client
The government is "in daily contact" with industry figures over the pensions dashboard as it prepares for the roll-out and its feasibility report, Guy Opperman has said.
Organisation led by Johnny Timpson
From 1 April 2019