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The UK adviser industry is at risking of neglecting the under-45 segment of the market – and missing the chance to win inherited pots as a result – a report from Sanlam UK has warnned.
Sanlam UK – part of Sanlam Limited, the global financial services group – today announces that it has acquired the financial adviser network business of Tavistock Financial Ltd, from Tavistock Investments Plc.
Sanlam UK, wealth manager and part of the international financial service group Sanlam Ltd, has today announced that it has acquired Grennan Advisers Ltd, a financial planning business based in East Yorkshire.
The last few weeks have been a testing time for advisers and their clients. Advisers are having to find new ways of working. So, what can they do to make the best of a bad situation?
As the new tax year starts we look forward to what 2019 holds. Our technical team has put together a handy guide of some of the key information you will need to consider when advising your clients.

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The value of investments and any income from them can fall and you may get back less than you invested.