Chartered Financial Planner firm goes up for sale

Chartered Financial Planning firm Saunderson House, which advises on £5.1bn of clients' assets, is up for sale, its owners revealed this morning.

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Chartered Financial Planners launch wealth manager

Chartered Financial Planning firm John Lamb has launched a new wealth management business.

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Succession buys two Planning firms to add £400m FUM

The acquisitive Financial Planning business Succession Group has added £400m in funds under management with two acquisitions - Scottish Chartered Financial Planners AFS and Manchester and Stratford-upon-Avon based Inspire Wealth Management.

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EQ Investors hires ex-Broadstone CEO

EQ Investors, the boutique wealth manager and Chartered Financial Planning firm led by industry veteran John Spiers, has recruited Mark Howlett to join as an executive director with responsibility for the advice side of the business.

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