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BRI acquires Singular Financial Planning adding £30m AUM

September 5, 2023

BRI Wealth Management (BRI) has acquired Worcestershire-based Singular Financial Planning (Singular), adding £30m in assets under management (AUM).

Nick Sinclair Wilson Laura Ripley Mark Davis Dan Boardman Weston Stuart Jefferies Third Platform Services

Source: professionaladviser.com

Third Financial appoints board chairman to boost growth

September 5, 2023

Investment platform Third Financial has appointed David Lewis as board chairman. Lewis, who has over 30 years' experience in investment and custody banking, will oversee the firm’s growth strategy. He joined the Third Platform Services board in 2021.

City Of United Kingdom David Lewis Ian Partington Third Platform Services Merrill Lynch

Source: moneymarketing.co.uk

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Third Platform Services News Today

BRI acquires Singular Financial Planning adding &#xA3;30m AUM

Third Financial appoints board chairman to boost growth

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BRI acquires Singular Financial Planning adding £30m AUM