Castle hosts launch of rebranded Chartered Financial Planners

Berry & Oak, a newly-rebranded firm of Chartered Financial Planners set up by a husband and wife team, has held its launch event in Hazlewood Castle, a luxury hotel near Leeds.

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Chartered Financial Planner joins Sanlam in new business model

Wealth management group Sanlam has unveiled Chartered Financial Planner and IFA Ergowealth as the first firm to join its partnership programme.

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Salmon takes up CEO role at Arbuthnot Latham & Co

Andrew Salmon is to take up the role of chief executive officer at Chartered Financial Planner-focused wealth manager Arbuthnot Latham & Co with immediate effect. 

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Fairstone acquires Sims Financial Planning

Fast-growing Chartered Financial Planning firm Fairstone has fully acquired Sims Financial Planning, marking the firm’s third acquisition of 2018.

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