Co-founder of Norwich Planner SGWM dies at 61
- Tuesday, 02 January 2024
- Articles
Stephen Girling, managing director and co-founder of Norwich-based Financial Planning firm SG Wealth Management, has died at home.
Read more...Chartered Planner Fairey snaps up £100m AUM Norfolk rival
- Monday, 27 November 2023
- Articles
East Anglian Chartered Financial Planning firm Fairey Associates has acquired Norfolk’s £100m AUM Tailored Retirement & Investment Planning for an undisclosed sum.
Read more...Fairstone to buy £120m AUM Chartered Planner
- Friday, 10 November 2023
- Articles
North East-based national Financial Planning firm Fairstone has announced a deal to acquire £120m AUM Kings Lynn-based Chartered Financial Planning firm Allen Tomas & Co.
Read more...Chartered Financial Planner launches East Anglia firm
- Thursday, 09 November 2023
- Articles
Experienced Chartered Financial Planner Rebecca Lucas has launched a Cambridge-based Financial Planning firm, Liora Wealth.
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