Wren Sterling snaps up Critchleys Financial Planning
- Thursday, 07 July 2022
- Articles
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.
Read more...Succession buys £175m AUM Oxford IFA
- Monday, 31 January 2022
- Articles
Financial Planning firm Succession Wealth has acquired Oxford-based financial advice firm Oxford Advisory Partnership.
Read more...Expert Wealth becomes CISI Accredited Planning Firm
- Friday, 18 September 2020
- Articles
The Chartered Institute for Securities & Investment (CISI) has awarded Accredited Financial Planning Firm status to Oxford-based Expert Wealth Management.
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