Wren Sterling snaps up Critchleys Financial Planning 

Expanding Nottingham-based Financial Planning firm Wren Sterling Group has acquired the trade and assets of Oxford-based Critchleys Financial Planning LLP from accountancy firm Critchleys LLP for an undisclosed sum.

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Succession buys £175m AUM Oxford IFA

Financial Planning firm Succession Wealth has acquired Oxford-based financial advice firm Oxford Advisory Partnership.

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Expert Wealth becomes CISI Accredited Planning Firm

The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.

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