News

Altus Consulting's Robert Holford urges advisers to prepare for a ‘spectrum' of guidance and advice

Most advisers recommending early pension access and gifting

EV innovation boss says advisers must harness AI without losing the human touch

Deal adds £700m in assets and over 6,000 clients as firm continues acquisition streak

Treasury Committee hearing

Migrates mortgage protection and IP book

Chartered Fellow Robert Hughes-Penney takes office in September

Tax expert has argued it could cost £34bn

Follows significant financial backing from Marlborough

Nigel Stockton led Ascot Lloyd for eight years