Atomos sweeps up two more advice firms to close out 2023
Wealth manager Atomos has today (19 December) confirmed its acquisition of Plymouth-based Shore Financial Planning and Reigate firm Define Wealth.
Source: professionaladviser.com
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Wealth manager Atomos acquires two regional advice firms
Wealth manager Atomos has bought two advice firms to grow its regional footprint. Shore Financial Planning and Define Wealth have now become part of Atomos Financial Planning.
Source: moneymarketing.co.uk