Wren Sterling buys 2 firms to add £330m in AUM

Fast-expanding Nottingham-based Financial Planner Wren Sterling has completed two acquisitions, Active Wealth Management and HB&O Financial Services, adding 860 clients and £330m in assets.

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Vanguard axes 2 year-old Financial Planning arm

 

Fund manager Vanguard is to axe its low-cost Financial Planning arm which was launched in April 2021.

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Fewer people have financial plans

Financial Planning has fallen off the agenda for many UK people with only a third (34%) of them now having a financial plan, according to new research.

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Derby Financial Planner joins Continuum

Derby-based Chartered Financial Planner Jamie Lavery has joined national IFA Continuum to look after the Derbyshire area for the Financial Planning focused business.

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