Fidelius CEO steps down as Swedes’ stake approved

Jim Grant, CEO of Bath-based Chartered Financial Planner Fidelius, is stepping down after 12 years in the role as the FCA gives the go ahead to Swedish wealth manager Sӧderberg & Partners to take a minority stake in the business.


Evelyn appoints Edinburgh Financial Planning director

Wealth manager and Financial Planner Evelyn Partners has boosted its Edinburgh office with the appointment of Chartered Financial Planner Duncan Arthur as Financial Planning director.


Chartered Planner acquires London Planning firm

Expanding Chartered Planner HFMC Wealth has acquired central London-based Chartered Planner R&S Financial Planning.


Chartered Planner expands with new office

Expanding Chartered Financial Planner and wealth manager Advanta Wealth has opened a new office in Dundee as part of its growth plans.

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