US wealth adviser buys Cheshire Financial Planner

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


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.


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.


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.

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