Wealth adviser Towry has signed an agreement with sports agency Quantum Sport to provide financial advice to players in the world of football, cricket and rugby.
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Former president of the Institute of Financial Planning (IFP) Julie Lord has been appointed as senior client partner at Towry.
National wealth manager Towry has announced a management shake-up following its acquisition of Baker Tilly Financial Management, which will see the latter's chief executive John White exit.
The Personal Finance Society (PFS) and Tax Incentivised Savings Association (TISA) are consulting on a protocol designed to provide clarity surrounding the treatment of client relationships between a firm and individual advisers.
Wealth manager Towry has been hit by a £2.1m payment for settling regulatory issues following talks with the Financial Conduct Authority (FCA), its accounts have shown.
Wealth manager Towry has agreed a £70m refinancing deal which will reduce its cost of capital and give it cash for acquisitions.
Wealth adviser Towry has bought the assets of Baker Tilly's private client financial advice and investment management business for an undisclosed sum.
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Nigel Hatt looks at the protection opportunities for those in danger of breaching the lifetime allowance.