Companies

Set up through the ValidPath network

Expects to open online portal in early 2025

Brings Titan Wealth’s AUM to approximately £35bn

One upheld claim led to Bourne House’s default

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

Pension Potential from Punter Southall leads the way

International IFA brings in more than 7,000 clients

Bought Buckinghamshire-based The Martin Cliffe Practice

To be a ‘more significant’ asset manager

Quilter Financial Planning expands with a clutch of AR firm appointments