‘Advice firms want something that’s right for their business'

Set up through the ValidPath network

Expects to open online portal in early 2025

PA looks at how advice firms touch base in the festive season

Average minimum portfolio size now at £117,000

Including Charterhouse and Advice & Wealth Management Solutions

Brings Titan Wealth’s AUM to approximately £35bn

One upheld claim led to Bourne House’s default

Richard Fenech and Heather Dunne are challenging the decision

‘We tried as sister companies, but it hasn't got us all the way there’