The 3rd Act launches in February 2027
Supporting The Global Returns Project, Grief Encounter, FoodCycle and Verve Foundation
Alongside stamp duty scrap call
Will create one of the UK’s largest financial planning firms
Wilma Edwards, Paul Telford and Nick Dixon join
Takes case to The Pensions Ombudsman
Many are switching off ongoing fees for some clients
Smart Financial, Grovely Financial and Chancery Lane Income Planners
Some 39% of advice firms cite tax planning as a priority