Annual results reveal firm held total client assets of £9.38bn, up from £8.73bn last year
Wealth management firm Mattioli Woods has said it is assessing a "diverse pipeline of acquisition opportunities" to drive growth at the firm. In its annual results published on Tuesday (3 September), the firm, which also has advice and self-invested pensions arms, said the recent acquisitions of advice firm Broughtons and Belfast-based SSAS Solutions had been a success. The firm revealed plans to seek to build on its record of "successful acquisitions by continuing to assess a diverse pipeline...
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Only 15% of advisers refer mortgage clients to a specialist
72% of people do not want pay for financial advice
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