News

Clients gain access to ‘comprehensive financial and retirement planning’

Acquires Blue House Financial Services and Lewins Investments

Rory Maguire to remain as CEO and CIO

Now amounts to nearly a fifth of wealth management assets

Apollo Pension & Investment Advisers is no longer trading

Experiencing time and resource constraints more than larger peers

Aviva also cancelled large amount of preference shares

Dynamic Planner's Advice 2025 report reveals rising demand for financial advice

Part of a 'supercharged sandbox'

Rathbones, Sarasin & Partners and Scottish Widows sign statement