Tavistock buys 200 adviser protection firm for £7m

Financial Planning firm Tavistock Investments has acquired Precise Protect, an insurance and protection business based in Bangor, Northern Ireland, for £7m.

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Benchmark buys second NI adviser firm

 

Schroders-owned adviser acquisition firm Benchmark Capital has acquired Chartered Financial Planners Kennedy Independent Financial Advice (KFA) in Derry to expand its presence in Northern Ireland.

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Continuum expands into Northern Ireland

National IFA Continuum has expanded into Northern Ireland by recruiting Financial Planner Michael Kirkwood into the partnership.

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Barra Gorman: Consistency key to client retention

Consistency in Financial Planning and advice helps maintain trust and ensure clients stay with your business, according to Chartered Financial Planner Barra Gorman.

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