Clients of former attorney Chris Pettit face uncertain retirements
For years, Chris Pettit was a trusted adviser to his clients. That all ended this year as many began to suspect something had gone horribly wrong.
Source: expressnews.com
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SJP announces second merger of partner firms in a week
SJP announces second merger of partner firms in a week As the wealth manager reports £135bn of funds under management in Q1 2021 Future Wealth Management has merged with Total Financial Wealth Management, bringing together two southwest-based appointed representatives of St James’s Place (SJP) Wealth Management. Frome-based Total Wealth Management is led by Colin Mould, while Bath-based Future Wealth Management was established in 2012 by Nigel Coleman, Steven Andrews and Keith Tadhunter. The merger brings total funds under management for Future Wealth Management to over £330m. The deal al...
Source: portfolio-adviser.com
Two more St James's Place partner firms merge | International Adviser
As the wealth manager reports £135bn of FuM in Q1 2021 Future Wealth Management has merged with Total Financial Wealth Management, bringing together two southwest-based appointed representatives of St James’s Place (SJP) Wealth Management. Frome-based Total Wealth Management is led by Colin Mould, while Bath-based Future Wealth Management was established in 2012 by Nigel Coleman, Steven Andrews and Keith Tadhunter. The merger brings total funds under management for Future Wealth Management to over £330m ($460m, €380m). The deal also sees adviser numbers at the firm grow to nine with pla...
Source: international-adviser.com