Chartered Financial Planner firm goes up for sale
- Friday, 02 February 2018
- Articles
Chartered Financial Planning firm Saunderson House, which advises on £5.1bn of clients' assets, is up for sale, its owners revealed this morning.
Read more...Chartered Financial Planners launch wealth manager
- Thursday, 01 February 2018
- Articles
Chartered Financial Planning firm John Lamb has launched a new wealth management business.
Read more...Succession buys two Planning firms to add £400m FUM
- Thursday, 02 November 2017
- Articles
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.
Read more...EQ Investors hires ex-Broadstone CEO
- Wednesday, 11 October 2017
- Articles
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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