Amid plans to integrate financial planning and investment management teams
Ahead of inheritance tax changes
Titan Square Mile report suggests
Says upcoming budget will focus on ‘growth with fairness’
Both will continue to operate under respective brands following the deal
One client was unable to complete £400,000 pension transfer for over two months
Deal brings £40m in assets under management
Calls for major changes
Exclusive: Claire Blackwell and John Owen unveil The NexStage
Analysis finds savers have recouped more than £1.5bn since 2015 introduction of pension freedoms