View more on these topics

Attivo acquires Surrey-based IFA

S Harper Attivo 700

Attivo has acquired Surrey-based IFA C R Toogood Financial Planning for an undisclosed sum.

CR Toogood Financial Planning has 180 active clients and is Attivo’s seventh acquisition since the start of the year.

Attivo chief executive Stephen Harper says: “The acquisition is a reflection of our distinct proposition which consistently attracts quality businesses and clients to Attivo.

“As a chartered financial planning business with our own discretionary fund manager, we are perfectly placed to offer expert financial planning and wealth management services, built around individual client needs.

“This is of huge importance to many IFA businesses seeking a ‘good home’ for their clients as they prepare their own exit strategy.”

Recommended

Money-Cash-Coins-GBP-Pounds-UK-700x450.jpg
4

Warning over death benefit beneficiary trap

Advisers must take action to ensure the beneficiaries of deceased clients are not locked out of the pension freedoms, experts warn. Money Marketing previously revealed how some of the largest pension providers do not allow beneficiaries to access savings passed on to them using flexi-access drawdown. Some older contracts only allow beneficiaries to take pensions […]

20

Is Pension Wise about to come crashing down?

Pension Wise could be at risk of unravelling as calls for the service to expand come in the same breath as consumer groups criticise its existing guidance sessions. Just five months since its launch, the Government’s flagship protection for consumers following the pension freedoms is coming under pressure to radically expand in scope and scale. […]

FCA logo new 3 620x430
3

Advisers hit out at FCA mortgage commission stance

The FCA’s refusal to ban commission in the mortgage market is “inconsistent”, according to life and pensions advisers. The regulator confirmed this week that it had found little evidence of bias, and therefore ruled out a ban as part of its upcoming mortgage market reviews. However, advisers already subject to a ban as part of […]

5

Chris Gilchrist: Robo-advice will not give much comfort

Astronomer Royal Sir Martin Rees and Stephen Hawking have both warned artificial intelligence could terminate the human race. In comparison, some advice ghetto dwellers’ worries that similar creatures could terminate financial advisers may seem trivial. My view is that we should focus, as the scientists do, on the possible harms to those served by the […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment