Acquisition part of strategy to boost North of England presence

Castlefield adviser unpacks what the IHT on pensions changes mean for charitable gifting

Would break Labour’s manifesto pledge

Plans to grow team and scale across the UK

Total advised AUM up 18% to £17.4bn

Part of plan to target the wealthy

Technology, markets and regulation remain ‘weaker spots’

Advisers under 45 generated largest proportion of personal revenue from new clients

PTC Financial Advice is no longer trading

Advisers prepare for IHT reforms