Financial Planner joins South West chartered accountants

South West-based accountancy firm Albert Goodman has appointed Matthew Potter as Financial Planning consultant.

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Quilter adds 2 new firms to its advice network

Quilter Financial Planning has added two appointed representative firms to its network, including a new sports and entertainment specialist as well as South West-based Chartered Financial Planner Holroyd Wealth Management.

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Fairstone adds £380m AUM with 2 acquisitions

National Financial Planning firm Fairstone has acquired South West-based Station Financial IFA and County Durham-based Advanced Financial Services.

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Francis Clark adds senior Planner from Investec

South-West-based Francis Clark Financial Planning has appointed Carl Tremlin as senior Financial Planner.

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