US wealth adviser buys Cheshire Financial Planner

Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.

Read more...

Financial Planning firm to use only ESG-verified funds

 

Cheshire-based Equilibrium Financial Planning - which manages £1bn for clients - has committed to invest client money only in fund groups that meet ESG criteria.

Read more...

Chartered Financial Planners buy local IFA firm

Apogee Wealth Management, a Cheshire-based Chartered Financial Planner wealth firm, has bought local IFA Premier Financial Planning UK for an undisclosed sum.

Read more...

Sanlam buys majority stake in Cheshire Financial Planner

Expanding wealth manager and Financial Planner Sanlam UK has acquired a 55% stake in  Financial Planning firm Avidus Scott Lang (ASL), which is based in Cheshire.

Read more...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/