News

London advice firm went into liquidation in July last year

Changes to anonymity

Subject to regulatory approvals

Chancellor confirms plans for pensions in Oxfordshire growth speech

Quarterly inflows of £1.4bn

A compliance management suite

Helping advisers meet Consumer Duty demands

Leaves the provider after 35 years in retirement and savings sector

Founder Neil Moles moves into non-exec and president role

Doubles AUM of capital management arm