For many financial advisers, the business they’ve built represents decades of work, relationships, and commitment to clients. But despite the importance of that achievement, one question often gets left until far too late.
The most successful exits are usual...
We are pleased to announce the appointment of Elliott Silk as Head of Financial Planning. In his new role, Elliott will be responsible for leading the firm’s financial planning, driving strategy and enhancing client offerings.
Elliott brings over 30 years of experience to the role, and has previousl...
We are pleased to announce that The Superbia Group has acquired Octagon Financial Services following the retirement of the previous adviser.
Clients from Octagon Financial Services will transfer to Furnley House for their financial planning needs.
Chief Executive Officer of The Superbia Group S...
Furnley House, an advice firm which is part of the Superbia Group, has bought East-Midlands based CDG Financial Services with backing from Shawbrook Bank.
Asset Intelligence Portfolio Management (AIPM), the Midlands based discretionary fund manager, today announces the launch of two new investment funds:
• The VT Asset Intelligence Growth Fund
• The VT Asset Intelligence Defensive Fund
Both funds have been created in partnersh...
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