Wealth management firm continues growth with new hire
He will take the role of financial planner at the firm
Source: thebusinessdesk.com
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Progeny to acquire Edinburgh advice firm adding £600m in AUM
National Chartered wealth manager Progeny has announced the acquisition of Chartered financial advice firm Carbon Financial Partners.
Source: professionaladviser.com
Progeny expands Midlands footprint with acquisition
Progeny has acquired Nottingham-based wealth manager Fiscal Engineers that takes its assets under management to £8bn.
Source: moneymarketing.co.uk
The Morning Briefing: Progeny acquisition and retiring lifestyling strategies
Good morning and welcome to your Morning Briefing for Monday 7 August, 2023. To get this in your inbox every morning click here. Progeny grows Progeny has acquired Nottingham-based wealth manager Fiscal Engineers that takes its assets under management to £8bn. Fiscal Engineers uses a Family Office approach to
Source: moneymarketing.co.uk
Progeny buys up rival wealth manager Fiscal Engineers
National Chartered wealth manager Progeny has acquired Nottingham-based wealth manager Fiscal Engineers in a deal that takes its assets under management to £8bn.
Source: professionaladviser.com
Progeny acquires Nottingham-based wealth manager | International Adviser
Professional-services firm Progeny has acquired Nottingham-based wealth manager Fiscal Engineers
United Kingdom Shane Mullins Afry Group Fiscal Engineers Progeny Neil Moles Fiscal Engineers Shane Mullins
Source: international-adviser.com
Wealth manager acquired as professional services company grows its footprint
The deal takes buyer's assets under management to £8bn
Source: thebusinessdesk.com
PA Awards 2023: Meet the Best Financial Advisers to Work For
Here they are… the advice firms that have been named one of the 2023 Best Financial Advisers to Work For.
United Kingdom City Of Connor Broadley Mearns Company Kymin Financial Services Thompson Richardson Financial Services
Source: professionaladviser.com