News

Survey results underline a gap in adviser confidence

Twice as likely than 35–54-year-olds to turn to social media channels

'Record' AUA of £86.5bn, up £15.6bn from 2023

Brings group total assets to more than £5bn

120 clients yet to engage in process to get assets returned

Following calls from members looking to further evidence assessment

Response to Autumn Budget

FCA proposes a variable fee model instead of flat-rate

Representing a 52% increase in women's total pay since 2021

Brian Mole marks the national firm's sixth acquisition in 12 months