News

Two-fifths saw clients increase contributions in last six months

To become a financial adviser proactivity is key

Revenue up by 25.7% from last year to £36m

The deal with 3G Financial took effect on 31 August 2023

Peel Hunt carried out analysis work against Consumer Duty expectations

Hughes to pay FSCS £158,000 but lifeboat fund paid out £8.4m to clients

Join us for our specialist one-day management event for advisers 

Triple lock policy ‘never intended to last forever’

Latest deals add £220m in AUM and two new offices

Almost 40% found comfort in having family financial affairs in one place