Companies

Takeover expected on 1 October

Group eyes AI, recruitment and fundraising

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

CEO Matt Timmins bullish on Plannr’s growth

Cera Taylor launches 123-Wealth

Six self-employed financial planners

Adviser fund research business appoints Ben Yearsley and Gavin Haynes

The 3rd Act launches in February 2027

Will create one of the UK’s largest financial planning firms

Wilma Edwards, Paul Telford and Nick Dixon join