Financial Planner Fidelius moves to new HQ

Chartered Financial Planning firm Fidelius Group has moved into new headquarters at a landmark office building, No 1, Bath Quays, Bath which it says will help promote "hybrid working."

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South West Financial Planner gets new MD

Wealth manager Chris Reah has been appointed managing director of south west Chartered Financial Planners Francis Clark Financial Planning.

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True Potential founder David Harrison knighted

David Harrison, the founder and chairman of Financial Planning and wealth management firm True Potential has been knighted for services to business, education and social mobility.

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Perspective snaps up 10th acquisition of 2022

Acquisitive Financial Planning group Perspective has completed its tenth acquisition of the year with the purchase of Goldwyns Wealth Management in Southend-on-Sea, Essex for an undisclosed sum.

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