Glasgow Financial Planner PPM to join Evelyn Partners
- Thursday, 22 June 2023
- Articles
Evelyn Partners has signed a deal for the staff and clients of Glasgow-based wealth manager and Financial Planner PPM Wealth to join Evelyn.
Read more...Wren Sterling buys 2 firms to add £330m in AUM
- Wednesday, 22 March 2023
- Articles
Fast-expanding Nottingham-based Financial Planner Wren Sterling has completed two acquisitions, Active Wealth Management and HB&O Financial Services, adding 860 clients and £330m in assets.
Read more...Scots Planner enters default following court loss
- Thursday, 16 February 2023
- Articles
The Financial Services Compensation Scheme has declared Scottish Financial Planner Alexander Sloan (FRN: 190674) in default.
Read more...Verso acquires Glasgow Planner firm
- Thursday, 18 August 2022
- Articles
Digital wealth manager Verso Wealth Management has acquired Glasgow-based Financial Planning firm Campbell Thomson for an undisclosed sum.
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