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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.
  • Sam Petts of Clarion Wealth

    Chartered Planning firm adds experienced planner to team

  • Clarion Wealth's new website and branding

    Clarion Wealth expands with bigger office and more staff

  • Avidus Scott Lang

    Sanlam buys majority stake in Cheshire Financial Planner

  • Apogee website

    Chartered Financial Planners buy local IFA firm

  • Mike Deverell of Equilibrium

    Financial Planning firm to use only ESG-verified funds

  • Connectus Wealth Advisers

    US wealth adviser buys Cheshire Financial Planner

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

    Chartered Planner firm adds 4 new staff

  • L-R: Simon Booth and Ray Boucher

    North West Planner makes first acquisition  

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

    Irwin Mitchell acquires Cheshire £100m AUM Chartered Planner

  • MKC Wealth website

    MKC Wealth snaps up Cheshire IFA Genius

  • Ron Walker, founder of Clarion Wealth Planning

    Chartered Planner firm commits to carbon neutral

  • The FSCS has received four claims against the firm

    Stockport-based adviser fails over pensions claim

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