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Employees buy South West Chartered Financial Planner

South West-based Chartered Financial Planning firm Goodmans has become the latest Financial Planning firm to move to employee ownership.

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Francis Clark hires senior Planner from Coutts

South West-based Francis Clark Financial Planning has appointed Lyndon Massey as a senior Financial Planner.

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Financial Planner becomes partner at Old Mill

South West Financial Planner and accountancy firm Old Mill has promoted Chartered Financial Planner Duncan Parkes to be technical partner, with a simialr promotion for accountancy colleague Jamie Rudge.

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South West Financial Planner gets new MD

Wealth manager Chris Reah has been appointed managing director of south west Chartered Financial Planners Francis Clark Financial Planning.

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