Companies

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

Takes case to The Pensions Ombudsman

Many are switching off ongoing fees for some clients

Smart Financial, Grovely Financial and Chancery Lane Income Planners

Major expansion in Scotland

Leaving SJP was 'difficult decision'