Quilter adds 2 new firms to its advice network
- Tuesday, 27 February 2024
- Articles
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.
Read more...Bristol Planner named SJP Chartered Award winner
- Monday, 29 January 2024
- Articles
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.
Read more...Titan Wealth acquires £4bn AUM Bristol Planner
- Tuesday, 14 November 2023
- Articles
Fast-expanding wealth manager and Financial Planner Titan Wealth is acquiring £4bn AUM Bristol Financial Planner Aspira Corporate Solutions Limited for an undisclosed sum.
Read more...Evelyn Partners adds 3 senior staff to Bristol team
- Tuesday, 07 November 2023
- Articles
Wealth management and Financial Planning firm Evelyn Partners has boosted its Bristol Financial Planning team by making three experienced appointments.
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