IFA

IFA firm based in East Midlands

Deal adds £600m assets under advice

Spiralling costs prompt sale

Deal is subject to FCA approval

David Stevenson says it is time there are more products designed by advisers, for advisers.

Portfolios will invest in a number of collectives

Need to consider longer time horizons

Ben Yearsley, formerly head of investment research at Charles Stanley Direct, has taken on a non-executive role at Plymouth-based IFA Shore Financial Planning.

Consolidator AFH Financial has acquired two more advisory firms, bringing its total acquisitions in the last year to twelve.

An annual investor study has revealed concerning attitudes to risk, key threats to retirement portfolios, and a potential fallout from the increasing use of alternative assets.