Wales Financial Planner to open third office
- Wednesday, 19 October 2022
- Articles
A surge in client demand and rising staff numbers have spurred North Wales-based Celtic Financial Planning to open a third office.
Read more...Tilney returns to Cardiff as it recommits to Wales
- Tuesday, 19 October 2021
- Articles
Wealth Manager and Financial Planner Tilney Smith & Williamson has agreed terms for a new office in Cardiff.
Read more...Welsh IFA barred by FCA for compensation failures
- Wednesday, 26 May 2021
- Articles
Ron Treherne IFA Ltd of Cardiff has had its permission to carry out regulated business removed by the FCA after it failed to pay Financial Ombudsman awards against it.
Read more...North Wales Planner buys firm’s IFA arm
- Wednesday, 27 January 2021
- Articles
North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.
Read more...