Companies

'Record' AUA of £86.5bn, up £15.6bn from 2023

Brings group total assets to more than £5bn

120 clients yet to engage in process to get assets returned

Brian Mole marks the national firm's sixth acquisition in 12 months

Regulator says consumers should avoid Pinnaclewealth-advirsors.pro

Aims to ‘streamline processes’

Firm says it is in a stronger position to generate ‘superior’ growth

Swedish firm continues to back small IFA firms in UK

Adviser partnership not included in the cuts

Both firms have been acquired for an undisclosed sum