wealth management

Buys Aurea Financial Planning

To be introduced through ‘carefully controlled rollout’

Stephen Welch assumes executive group chair and interim CEO responsibilities

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

Cera Taylor launches 123-Wealth

John Willis, Myles Tunstall and David Morrell join

Advisers not aware of digital tools that can help

Follows co-founder and chair Phill Dewhurt’s retirement

Forms TaxAssist Plus Financial Planning

‘The fee outlives the service because the records do not talk to each other’