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Quilter Cheviot appoints Planner to renew NW growth strategy

DFM Quilter Cheviot has appointed Simon Funge, former MD of Worldwide Financial Planning, as its new head of office in Manchester as it renews its growth strategy in the region.

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Financial Planning firm makes managed portfolio appointment

Smith & Williamson has been appointed by Truro-based independent financial advisers Worldwide Financial Planning to provide its 5-star Defaqto rated managed portfolio service to clients. 

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