Old Mill plans to nearly double staff to 600+

West Country-based accountancy and wealth management firm Old Mill has revealed plans to nearly double staff numbers from 320 to 600 over the next five years.

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Chartered Financial Planner secures bigger HQ

Expanding Chartered Financial Planning firm Equilibrium has shown confidence in the future by taking a 15 year lease on a new HQ office building for its 89 staff.

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Kingswood acquires Sterling Trust in £18m deal

Kingswood has acquired regional Financial Planner Sterling Trust, doubling its wealth advisory and Financial Planning business, with three more UK acquisitions in the pipeline.

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Private equity fund to boost expansion at Perspective

Private equity firm CBPE Capital LLP is to make “a major investment” in national Financial Planner and wealth manager Perspective to speed up the growing firm’s expansion plans.

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