Displaying items by tag: Wealth Management
Thursday, 16 June 2016 10:41
Sipp provider to expand Financial Planning division
Sipp and SSAS provider Charles Stanley wants to be the “UK’s leading wealth manager” by 2020 and will launch a separate Financial Planning arm as part of this strategy.
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Tuesday, 25 February 2014 11:33
London wealth manager opens first Welsh office
A wealth management firm based in London has announced it is opening its first office in Wales.
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Wednesday, 29 January 2014 10:56
Wealth management firm offers to pay Sipp fees and pension advice
Wealth management firm Westbury Private Clients has launched a new Sipps package, which it claims is the first of its kind.
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Tuesday, 30 July 2013 09:01
Mattioli buys wealth management group for £5.99m
Sipp provider and wealth manager Mattioli Woods plc has acquired the entire share capital of Thoroughbred Wealth Management and its subsidiary Atkinson Bolton Consulting.
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