People Moves | 2 Sep 24
Evelyn Partners hires Rachel Bleakley as associate director of financial planning team
Before joining Evelyn Partners, Bleakley was a wealth planner at Succession Wealth
Perspective Financial Group acquires two more firms adding AUA £185m
The office count grows to 39 with 530 households coming on board as clients
II Awards 2024 deadline extended by one week
II Awards 2024 extended till September 6, 2024
AHR names Derick Saldanha as compliance head following Titan Wealth acquisition
Saldanha holds qualifications including Chartered Status with CISI and CAMS