North West Planner makes first acquisition  

North West Financial Planning firm Foresight Wealth Strategists has made its first acquisition with the purchase of Bury-based Independent Financial Adviser Platinum Socially Responsible Investments for an undisclosed sum. 

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Chartered Planner firm adds 4 new staff

 

Cheshire-based Financial Planning firm Clarion Wealth Planning has added four new staff as it continues to expand.

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US wealth adviser buys Cheshire Financial Planner

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

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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.

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