Financial Planner joins South West chartered accountants

South West-based accountancy firm Albert Goodman has appointed Matthew Potter as Financial Planning consultant.

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Liberate Wealth acquires £275m AUM Planner

Wealth manager and Financial Planner Liberate Wealth has acquired £275m AUM Somerset-based Financial Planner Stafford House Investments for an undisclosed amount.

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South West-based Financial Planner relocates

South West-based Financial Planner, chartered accountant and tax consultant Albert Goodman has relocated its 150+ Taunton employees to larger premises.

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