AHR unveils ambitious HNW client venture  

 

Financial Planner and wealth manager AHR Private Wealth has launched new private client business based in Surrey which will be led by Steve Ayers, the former head of Lloyds Private Banking in Mayfair, as managing director. 

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Tilney Smith & Williamson buys £450m AUI Financial Planner 

Wealth manager Tilney Smith & Williamson has acquired Surrey Financial Planner HFS Milbourne which has approximately £450m of client assets under influence.

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Unique Financial Planning launches HNW division 

Unique Financial Planning has launched a new wealth management arm in Surrey to target expansion in the HNW market. 

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Surrey Chartered Planner firm promotes staffer to director

Chapters Financial, a Chartered Financial Planning firm based in Guildford, Surrey, has promoted Vicky Fulcher to become a director at the firm after five years with the business.

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