April 2023: Month in review with editor Hope William-Smith
The first month of the new financial year has passed in a flash, with a flood of news coming among the busyness of the annual Professional Adviser Awards and PA360 conference…
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The first month of the new financial year has passed in a flash, with a flood of news coming among the busyness of the annual Professional Adviser Awards and PA360 conference…
There’s nothing that gets advisers racing to the site quite like news of a business merger or acquisition.
Good morning and welcome to your Morning Briefing for Tuesday 11 April, 2023. To get this in your inbox every morning click here. Big merger Two of the largest financial advice firms on the South Coast have merged to operate under one name. The deal will see Pembroke Financial Services and Antrams Financial Services
Sussex-based firms Antrams Financial Services and Pembroke Financial Services have merged together under the latter’s branding with the enlarged business to manage a combined £1.5bn of client assets.
To create a combined business with £1.5bn in assets under management