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National IFA and fund management group One Four Nine has revealed its largest purchase to date with the acquisition of Glasgow-based financial planning firm McCrea Financial Services (McCrea).
One Four Nine has acquired McCrea Financial Services – a long-established full suite planning firm led by industry veteran Douglas McCrea.
One Four Nine Group has bolstered its senior team with the appointment of a chief operating officer, chief compliance officer, and M&A director.
When a SIPP provider goes bust, the best-case scenario for affected clients is worry and inconvenience. But the worst case could see them instructing solicitors and taking a claim to the FSCS. So, what is the role of an IFA?
Cashflow modelling has become a crucial financial planning tool for many firms, but with every convert, there is a critic. Georgie Lee asks: what are the actual benefits of a cashflow planning strategy to an adviser?