Chartered Financial Planners buy local IFA firm
- Tuesday, 05 November 2019
- Articles
Apogee Wealth Management, a Cheshire-based Chartered Financial Planner wealth firm, has bought local IFA Premier Financial Planning UK for an undisclosed sum.
Read more...Sanlam buys majority stake in Cheshire Financial Planner
- Tuesday, 27 August 2019
- Articles
Expanding wealth manager and Financial Planner Sanlam UK has acquired a 55% stake in Financial Planning firm Avidus Scott Lang (ASL), which is based in Cheshire.
Read more...Clarion Wealth expands with bigger office and more staff
- Wednesday, 01 November 2017
- Articles
North West Chartered Financial Planner Clarion Wealth has expanded into a new 5,600 square, foot three-storey headquarters in Alderley Edge, Cheshire, due to growing demand for the firm’s ‘lifelong’ approach to Financial Planning.
Read more...Chartered Planning firm adds experienced planner to team
- Monday, 15 May 2017
- Articles
Cheshire-based Clarion Wealth Planning, a firm of Chartered Financial Planners, has continued its expansion with the appointment of experienced Financial Planner Sam Petts.
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