Financial Planning and wealth management firm Tavistock has rebuffed an acquisition attempt by Jersey-based fund manager TEAM plc.

Simon Cogman-Hellier, CEO of the new Leicestershire-based IFA consolidator Radiant Financial Group launched last year, has spoken exclusively to Financial Planning Today about the firm’s acquisition pipeline, doing business during lockdown and how his psychology background has influenced his career.

Wealth manager and SIPP firm Mattioli Woods forecast today that 2020 revenues would match 2019 and a round of cost cutting should help maintain profits.

Acquisitive IFA and Financial Planning group Tavistock has secured £650,000 in new investment from industry veteran Hugh Simon, owner of the Hong Kong and London-based boutique Hamon.