Succession Wealth recruits new CEO from parent Aviva
- Friday, 15 December 2023
- Articles
Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.
Read more...Fairstone completes takeover of £160m AUM Chartered firm
- Wednesday, 13 December 2023
- Articles
National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.
Read more...HFMC Wealth buys London adviser Harford Financial
- Wednesday, 06 December 2023
- Articles
Expanding Chartered Financial Planner HFMC Wealth has bought London-based Harford Financial Ltd in its fourth deal of 2023.
Read more...Skerritts buys North West Financial Planning firm
- Wednesday, 06 December 2023
- Articles
Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £230m AUM Financial Planning firm Chadwick McLean, which is based in Chester.
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