Tilney hires Brooks Macdonald man for Birmingham office
Meanwhile JM Finn continues to swipe experienced staff from Rathbones
Meanwhile JM Finn continues to swipe experienced staff from Rathbones
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Smith & Williamson merger set to create one of Northern Ireland’s leading wealth managers
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£625m deal could ‘fundamentally change the UK distribution landscape’
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The deal would see the wealth manager run £45bn
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Wealth manager is looking to recruit more financial planners and investment managers for new location
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Wealth manager also moves to new office in Edinburgh
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Wealth manager also lands investment adviser from Rathbones
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Is access to fund groups adequate if you are based outside of London?
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Seager-Scott joined wealth manager from Whitechurch Securities in 2011
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Face-to-face advice can be unprofitable for smaller pots
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Charles Stanley Direct rivals Hargreaves Lansdown with platform charges at 0.35%
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Midlands presence continues to expand following Index Wealth Management deal
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