Bristol-based Financial Planning firm Integrity365 has acquired another Bristol Financial Planning firm Brooks Wealth Management for an undisclosed amount.
Bristol wealth and pensions manager Clifton Asset Management has appointed former Interactive Investor chief commercial officer Alex Kovack as chairman.
Wealth adviser and pensions firm Westerby Group has acquired Bristol-based pension specialist Cabot Trustees Limited for an undisclosed sum.
Fast-growing Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired seven Financial Planning firms in England and Wales for undisclosed amounts.
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