Financial Planner joins South West chartered accountants
- Tuesday, 19 March 2024
- Articles
South West-based accountancy firm Albert Goodman has appointed Matthew Potter as Financial Planning consultant.
Read more...Quilter adds 2 new firms to its advice network
- Tuesday, 27 February 2024
- Articles
Quilter Financial Planning has added two appointed representative firms to its network, including a new sports and entertainment specialist as well as South West-based Chartered Financial Planner Holroyd Wealth Management.
Read more...Fairstone adds £380m AUM with 2 acquisitions
- Thursday, 02 November 2023
- Articles
National Financial Planning firm Fairstone has acquired South West-based Station Financial IFA and County Durham-based Advanced Financial Services.
Read more...Francis Clark adds senior Planner from Investec
- Wednesday, 06 September 2023
- Articles
South-West-based Francis Clark Financial Planning has appointed Carl Tremlin as senior Financial Planner.
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