Bath-based Financial Planner and wealth manager Fidelius has appointed Chartered Financial Planner James Martin to its Financial Planning team.

Bath-based Financial Planner and wealth manager Fidelius has launched a joint venture wealth firm with London law firm Lawrence Stephens.

The FCA has revoked the regulatory permissions of Bath-based Financial Planning firm Nicholas Corfield (trading as Impact Financial Planning and Formosa Wealth Management).

Wealth manager and Financial Planner Titan Wealth Planning has acquired £650m AUA Bath Financial Planning firm Morgans Limited, for an undisclosed amount.