Advised platform flows top £20bn throughout 2021
- Tuesday, 08 March 2022
- Articles
Advised platform gross sales exceeded £20bn in every quarter of 2021, according to a new report.
Read more...Exclusive: True Potential CEO warns about high bids for firms
- Thursday, 23 September 2021
- Articles
Daniel Harrison, chief executive of recently-acquired Financial Planning and wealth management firm True Potential, has warned owners of Financial Planning firms to beware of over-generous offers for their businesses.
Read more...Cinven swoops on True Potential
- Wednesday, 08 September 2021
- Articles
Private equity firm Cinven is to acquire one of the UK’s largest financial advisory firms, wealth manager True Potential.
Read more...Private equity close to buying True Potential - reports
- Wednesday, 08 September 2021
- Articles
Sky News is reporting that private equity firm Cinven is close to sealing a deal to buy North East-based wealth manager and Financial Planner True Potential.
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