Tilney is set to acquire Midlands-based Index Wealth Management, with its £243m assets under management (AUM), subject to regulatory approval.
The acquisition is expected to boost Tilney's presence in the Midlands and will see three Chartered financial planners and three paraplanners join the business. Index Wealth Management founding partner...
Achievements, charity work and other happy snippets
Laughable excuses for persisting
Spent 56 years at Schroders
Warns on profits