Both will continue to operate under respective brands following the deal
Deal brings £40m in assets under management
Exclusive: Claire Blackwell and John Owen unveil The NexStage
Latest FOS data shows there were 1,426 complaints in H1 2025
Advice boss on 2024 results and the importance of ‘exceptional’ service
Acquisition part of strategy to boost North of England presence
Bought St Albans-based Avidity WM
Third successive quarter of net inflows in excess of £2bn
‘Progress in delivering better service and the previously announced repricing’