BRI acquires Singular Financial Planning adding £30m AUM
BRI Wealth Management (BRI) has acquired Worcestershire-based Singular Financial Planning (Singular), adding £30m in assets under management (AUM).
Source: professionaladviser.com
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Third Financial appoints board chairman to boost growth
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.
Source: moneymarketing.co.uk