News

For year ended 31 March 2025

Another five in the pipeline this year

Last year's newsletter was first step back into financial services

Network was acquired by Benchmark in 2022

Adding £650m in assets

Retail investors have been warned about buyback consequences

SIPP and SASS trust companies also acquired

Formerly known as ESG Advisory committee

Advice firm has snapped up County Durham-based Orchard Financial Management

Mattioli Woods and Kingswood main one to watch