‘It has shifted the timing and focus of conversations’
Financial Initiatives and Blue Atlas Wealth
Best Financial Advisers to Work For 2026
For ‘ambitious’ advisory firms
Changes due to take effect from October
Acquired two London-based advisers
Families could face £12.3bn in ‘preventable' IHT
'Questionable deals' could put fans’ cash at risk
UK regulatory standards ‘remain strict’
Move will cut client charges by up to 20%