News

For insurance and personal finance

Keeping track of the ongoing consolidation of the advice industry

It will now serve more than 5,800 clients

Advisers report ‘widespread and sometimes extreme delays’

Amid significant regulatory, compliance and liquidity challenges

Competition director to exit after eight years

Leaves after almost a decade in the role

Aiming to reduce costs and improve quality of data

Speculation around gifting and trust taxation rules expected

Will integrate with Harridge Financial Services over a three-year timeframe