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Mattioli buys Edinburgh wealth manager for £1.6m
Mattioli Woods, the wealth manager and SIPP provider, is on the acquisition trail again this week with a £1.6m deal to buy Edinburgh wealth manager and Financial Planner Caledonia Asset Management.
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Carey owner delays results to assess Adams ruling
STM Group, the international financial services provider which owns Carey Pensions, has delayed its 2020 year end results following discussions with its auditors after the recent shock Adams v Carey court judgment.
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Mattioli Woods buys Financial Planner firm for £7m
SIPP provider and wealth manager Mattioli Woods has acquired Leicester Financial Planning firm Pole Arnold Financial Management Limited in a deal worth up to £7m.
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DB transfer values pick up in March
DB pension transfer values showed a recovery in March after dipping in February, according to the monthly XPS Transfer Watch.
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Doubling in numbers seeking early retirement
The number of people who want to retire early has more than doubled during the pandemic from 4% to 10% and more people have clearer retirement plans.
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