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  • Cheshire-based adviser firm in default

    Cheshire-based adviser firm Holborn Assets Ltd (FRN 648817) has been declared in default by the FSCS, opening the door to ex-clients to submit claims for compensation.

  • Chartered Planning firm adds experienced planner to team

    Sam Petts of Clarion Wealth

  • Clarion Wealth expands with bigger office and more staff

    Clarion Wealth's new website and branding

  • Sanlam buys majority stake in Cheshire Financial Planner

    Avidus Scott Lang

  • Chartered Financial Planners buy local IFA firm

    Apogee website

  • Financial Planning firm to use only ESG-verified funds

    Mike Deverell of Equilibrium

  • US wealth adviser buys Cheshire Financial Planner

    Connectus Wealth Advisers

  • Chartered Planner firm adds 4 new staff

    L-R: Jebun Kazi, Isabelle Spencer, Robin Townsend, Ella Davies

  • North West Planner makes first acquisition  

    L-R: Simon Booth and Ray Boucher

  • Irwin Mitchell acquires Cheshire £100m AUM Chartered Planner

    Mark Shotton, managing director at TWP Wealth, who will head up the combined TWP and Irwin Mitchell wealth management service

  • MKC Wealth snaps up Cheshire IFA Genius

    MKC Wealth website

  • Chartered Planner firm commits to carbon neutral

    Ron Walker, founder of Clarion Wealth Planning

  • Stockport-based adviser fails over pensions claim

    The FSCS has received four claims against the firm

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