Ledbury adviser acquired by 3 Planners through Validpath
- Tuesday, 11 June 2024
- Articles
![Winnell Douglas website](/media/k2/items/cache/c6dc8285bb0f2e508eaf77b9987cc466_Generic.jpg)
Three Financial Planners who started their OPW Chartered Financial Planners firm in Bristol three years ago have grown their business by acquiring Ledbury-based IFA firm Winnell Douglas for an undisclosed sum through the ValidPath Succession Solution.
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