Expanding Financial Planner Atomos has appointed former Rathbones head of advice delivery Andy Greenwood as its national head of Financial Planning.
Expanding Financial Planner and wealth manager Atomos is to acquire substantial Financial Planning business MWA Financial.
Financial Planners are rethinking their strategies on pensions and wealth transfer as the imposition of IHT on unused pensions from April next year looms closer.
Financial planning-led wealth manager Atomos has partnered with fintech Fincalc to strengthen its centralised retirement proposition and client onboarding processes.
Insurance giant Willis Towers Watson has acquired a stable in wealth manager Atomos as it looks to expand its presence in the UK wealth market.