Chartered Planner leads Celtic’s North West charge

North Wales-based Celtic Financial Planning has recruited former AFH Wealth Management Chartered Financial Planner Chris Lloyd to extend the firm’s operations in the North West of England.

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North Wales Planner buys firm’s IFA arm

North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.

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Wales and Chester Financial Planners join Beaufort Financial

Beaufort Financial, the growing Financial Planning and wealth management business, has revealed that Alchemy Advisory Services will join the group and rebrand as Beaufort Financial (St Asaph & Chester).

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