Companies

Quilter Financial Planning expands with a clutch of AR firm appointments

'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