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  • Clifton Wealth acquires 7 Financial Planning firms

    Fast-growing Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired seven Financial Planning firms in England and Wales for undisclosed amounts.

  • Private equity firm invests in £1.8bn AUM Bristol Planner

    UK private equity firm CBPE Capital LLP has made a “strategic investment” in Bristol-based wealth and pensions manager Clifton Asset Management.

  • Emma Hall of Clifton Wealth

    Financial Planning high-flier Emma joins Clifton Wealth

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