Towry

Advisory firm Saunderson House has credited a 25% upswing in the number of new clients with a strategic focus on building relationships with customers "earlier in their career".

Wealth manager Towry is again considering plans for an initial public offering, according to reports.

Wealth manager Towry is to move its self-invested personal pension (SIPP) clients onto the James Hay platform after the closure of its SIPP operation later this year.

Wealth manager Towry has completed the buyout of rival firm Ashcourt Rowan.

Wealth manager Towry has been forced to spend a further £3.7m to deal with issues the regulator has with the business, following a quadrupling of the expenditure last year.

Wealth management group is close to launching online services for clients, according to a report in the Financial Times.

The death of the ‘once and done' pension plan

Wealth manager Towry is developing a new simplified advice proposition for existing clients, which it plans to roll out in the coming months, the firm has said.

Restricted advice group Towry is evaluating its house view on structured products and investment trusts following its acquisition of national IFA Ashcourt Rowan, in a move which could see the combined business registered as independent.

The unavoidable challenges facing simplified advice