David Harrison, the founder and chairman of Financial Planning and wealth management firm True Potential has been knighted for services to business, education and social mobility.

Advised platform gross sales exceeded £20bn in every quarter of 2021, according to a new report.

Daniel Harrison, chief executive of recently-acquired Financial Planning and wealth management firm True Potential, has warned owners of Financial Planning firms to beware of over-generous offers for their businesses.

Private equity firm Cinven is to acquire one of the UK’s largest financial advisory firms, wealth manager True Potential.