Aberdeen-based Financial Planning firm Johnston Carmichael Wealth has rebranded to Partners Wealth Management, just under a year after being acquired by the 7IM group business for an undisclosed amount.
Financial Planners are rethinking their strategies on pensions and wealth transfer as the imposition of IHT on unused pensions from April next year looms closer.
Partners Wealth Management (PWM), the financial advice firm owned by Seven Investment Management, has rebranded following a series of acquisitions.
Aberdeen-based Johnston Carmichael Wealth, owned by 7IM group’s Partners Wealth Management, has appointed Leigh Townsley as a Chartered Financial Planner.
City of London-based Partners Wealth Management, part of the 7IM group, has acquired Surrey Financial Planning firm Navigate Capital Management for an undisclosed amount.
City of London-based Partners Wealth Management has completed the acquisition of Aberdeen-based Johnston Carmichael Wealth for an undisclosed sum.