News

Average minimum portfolio size now at £117,000

Lindy Kroese joins from Balance Wealth Planning

Including Charterhouse and Advice & Wealth Management Solutions

Efinity Wealth, Harris & Co Wealth Management, and Secure Financial Planning

Bank of England MPC meeting due on Thursday

Brings Titan Wealth’s AUM to approximately £35bn

DWP finds communication delays did not amount to financial loss

One upheld claim led to Bourne House’s default

Move follows Mansion House commitment

More than two-fifths plan to offer ESG analysis services to all clients in future