News

WR Simon Ashley Silver Independent Financial Advisor has been declared failed

According to the quarterly Market Intelligence report from Square Mile

To increase efficiencies for advisers when carrying out cashflow analysis

Six largest advised platforms take 60% of new business

The firm failed on four accounts between 2018 and 2019

Compliance clinic launched to offer guidance around the regulation

Both Oakwood Financial Management and GO IFA are no longer trading

Consecutive growth for the firm as group turnover rises by 20% in 2023

A 10% increase in transactions has taken the total owned to £900m

‘If a fund manager is successful…are they simply lucky with their calls?’