Will oversee investment management and financial planning
‘I never saw being a woman as a problem’
Preliminary results for the year ended 31 December 2024
Brooks Macdonald financial advice deals detailed in half-year results
Adds Utmost Wealth Solutions Ireland through ARC
Historic ongoing service evidence review continues
Fee change unveiled as part of firm's rebrand
IFSL Boolers Cautious, IFSL Boolers Balanced and IFSL Boolers Adventurous
But interest rate cuts coincide with quote volume dip in Q3 and Q4
Subscription-based model designed for individuals and businesses