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Displaying items by tag: assets

Friday, 07 July 2023 17:24

Mattioli Financial Planning reports assets up 6.5%

Ian Mattioli

Advice and Financial Planning assets grew by over 6% to over £11bn at wealth manager and Financial Planner and SIPP firm Mattioli Woods for the year ending 31 May.

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Friday, 08 January 2021 12:36

Nucleus sees assets rise despite takeover battle

David Ferguson

AIM-listed adviser platform and SIPP provider Nucleus, currently subject to a takeover battle, has reported assets under advice up by 8.1% to £17.4bn for Q4 2020.

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