News

'Further acquisitions planned for the coming months'

Also CISI trustees

'Further hires expected across the business'

Kelemen previously worked at Brown Shipley

Employee owned financial planning business

Combined AuM of $8.7trn

Research from Saltus Wealth Index

Over 6 million UK adults prefer a digital solution

AuM rises 9.2% to £56bn up to September

Joins Net Zero Asset Managers initiative