Quilter adds 2 new firms to its advice network

Quilter Financial Planning has added two appointed representative firms to its network, including a new sports and entertainment specialist as well as South West-based Chartered Financial Planner Holroyd Wealth Management.

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Bristol Planner named SJP Chartered Award winner

Rhiannon Gogh of Bristol-based PlanIt Future Financial Limited has been named by wealth manager St James's Place as its Chartered Planner of the Year 2023.

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Titan Wealth acquires £4bn AUM Bristol Planner

Fast-expanding wealth manager and Financial Planner Titan Wealth is acquiring £4bn AUM Bristol Financial Planner Aspira Corporate Solutions Limited for an undisclosed sum.

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Evelyn Partners adds 3 senior staff to Bristol team

Wealth management and Financial Planning firm Evelyn Partners has boosted its Bristol Financial Planning team by making three experienced appointments.

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