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North Wales Planner buys firm’s IFA arm

Wednesday, 27 January 2021
Articles
Rob Lewis of Celtic Financial Planning

North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.

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Wales and Chester Financial Planners join Beaufort Financial

Monday, 09 July 2018
Articles
Gaynor Lyth of Beaufort Financial

Beaufort Financial, the growing Financial Planning and wealth management business, has revealed that Alchemy Advisory Services will join the group and rebrand as Beaufort Financial (St Asaph & Chester).

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