Advisory

£120m assets under advice

Partner Insight: For many investors, bonds represent only a 'safe haven' or 'low yielding' type of investment. But not all bonds represent safety, and there are many types of bonds that are able to provide a steady or high yield in all sorts of interest...

Based in the south west

Partner Insight: The dangers of having too much debt in the economy are many, and as global debt hits a trillion-dollar high there are fears we could heading for a repeat of the global financial crisis.

‘£150m valuation’

Custom-made or off-the-shelf?

Less feel financial firms 'honest and transparent'

Previously owned by European private equity investor

'Vast majority' of providers 'strongly disagreed'

Deal adds £34m AUI