Close Brothers acquires Dorset Chartered firm
- Wednesday, 13 December 2023
- Articles
Close Brothers Asset Management is to acquire Charted Financial Planning firm Bottriell Adams.
Read more...Lumin Wealth buys Dorset adviser
- Monday, 26 June 2023
- Articles
St Albans Chartered Financial Planner firm Lumin Wealth has acquired Dorset-based mortgage adviser Davidson Deem for an undisclosed amount.
Read more...Expanding IFA makes new hire in Dorset
- Monday, 17 June 2019
- Articles
Dorset-based IFA firm Wilcox Young has boosted its team with the appointment of independent financial adviser Steve Hover.
Read more...Dorset-based IFA expands with second hire this year
- Thursday, 14 March 2019
- Articles
Financial Planner David Woan has joined the growing team at Dorset-based IFA Wilcox Young, marking the firm’s second new hire this year so far.
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