Sipp and SSAS provider Charles Stanley wants to be the “UK’s leading wealth manager” by 2020 and will launch a separate Financial Planning arm as part of this strategy.
A wealth management firm based in London has announced it is opening its first office in Wales.
Wealth management firm Westbury Private Clients has launched a new Sipps package, which it claims is the first of its kind.
Sipp provider and wealth manager Mattioli Woods plc has acquired the entire share capital of Thoroughbred Wealth Management and its subsidiary Atkinson Bolton Consulting.