Three Financial Planners who started their OPW Chartered Financial Planners firm in Bristol three years ago have grown their business by acquiring Ledbury-based IFA firm Winnell Douglas for an undisclosed sum through the ValidPath Succession Solution.

Wealth manager and Financial Planner Evelyn Partners has appointed Chartered Financial Planner George Uglow to its Exeter office to support continued expansion of the office. 

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.

West Country accountancy firm Albert Goodman has appointed Chartered Financial Planner Reme Holland to be a new partner at its headquarters in Taunton.