Hartley Pensions victims move closer to transfers

Victims of the Hartley Pensions collapse have moved a step closer to having their funds unlocked with the appointment of a firm to receive transfers from the Hartley SIPP business, which is currently in administration.

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Clifton AM acquires Midlands Chartered Planner firm

 

Bristol-based wealth manager Clifton Asset Management has acquired West Midlands Chartered Financial Planner firm GB Financial Services.

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Clifton AM acquires South Wales financial adviser 

Bristol-based Clifton Asset Management has acquired Caerphilly-based financial advisers Mark Philips Ltd, boosting Clifton's assets under management (AUM) to over £1bn. 

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Clifton AM acquires West Country adviser 

Bristol-based Clifton Asset Management has acquired Gloucestershire-based financial adviser Noble James Associates for an undisclosed sum.

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