Industry execs join to launch Financial Planner business
- Friday, 06 November 2020
- Articles
Senior executives from accountancy firm Beavis Morgan and general insurance firm Jelf have teamed up to launch a new Bristol-based Financial Planning business with plans to acquire adviser firms.
Read more...Financial Planning firm bought for £258m
- Friday, 11 September 2015
- Articles
A Financial Planning firm which set up a new pensions telephone advice service earlier this year has been bought for £258m by insurers Marsh & McLennan. Read more...
Financial Planning firm to provide new telephone advice service
- Friday, 13 February 2015
- Articles
A Financial Planning firm is set to offer a new telephone advice service as the pension reforms come into effect. Read more...