Financial Planner completes double acquisition
- Tuesday, 23 August 2022
- Articles
Financial Planning and wealth management firm Finitor Wealth has acquired Ascent Financial Consulting and Financial Management Bureau in a double acquisition.
Read more...Cumbrian Planner partners with wealth manager
- Wednesday, 16 March 2022
- Articles
Cumbria-based Financial Planning firm Financial Management Bureau (FMB) has formed a partnership with wealth manager Robert Meacock and Company.
Read more...Referrals 'most important' when selecting a planner
- Tuesday, 20 April 2021
- Articles
Reputation and referrals are the most important factors when it comes to choosing a Financial Planner, according to new research.
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