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The wealth manager was authorised by the FCA between 2007 and 2022

National IFA’s succession programme manages whole of sale process

Perspective has signed eight acquisition deals in 2023

Sacre Associates is a whole of market advice firm in Chelmsford

A 65-year-old with a £100,000 pension could have an annuity income of £6,782

Deal remains subject to approval from the Financial Conduct Authority

Latest findings on how various sustainable funds are faring

Data analysis shows a 31% increase in transfer times between 2020 and 2022

Portfolios designed to address four main decumulation risks

Restructure follows the sale of the Manchester advice firm last year