North West Planner makes first acquisition
- Wednesday, 30 March 2022
- Articles
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.
Read more...Chartered Planner firm adds 4 new staff
- Wednesday, 23 February 2022
- Articles
Cheshire-based Financial Planning firm Clarion Wealth Planning has added four new staff as it continues to expand.
Read more...US wealth adviser buys Cheshire Financial Planner
- Wednesday, 06 January 2021
- Articles
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
- Friday, 30 October 2020
- Articles
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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