Liberate Wealth acquires £275m AUM Planner
- Tuesday, 05 December 2023
- Articles
Wealth manager and Financial Planner Liberate Wealth has acquired £275m AUM Somerset-based Financial Planner Stafford House Investments for an undisclosed amount.
Read more...Financial Planning firm hands £50,000 to good causes
- Wednesday, 12 April 2023
- Articles
West Country Financial Planning firm Old Mill has handed £50,000 to local good causes through its charitable fund which has awarded 40 grants and supported more than 4,000 people across Somerset, Devon and Wiltshire in three years.
Read more...Albert Goodman moves to bigger office in Somerset
- Thursday, 23 January 2020
- Articles
Albert Goodman, the accountancy firm with a growing Financial Planning team, is expanding in North Somerset.
Read more...Old Mill hires Chartered Planner for wealth team
- Monday, 20 January 2020
- Articles
Financial Planning firm Old Mill has recruited Chartered Financial Planner Neil Rushton FPFS to join its wealth management team.
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