Month: July 2019

Financial Planning Today Article July 2019

(This Article Appeared on the FT Adviser Website on the 24 July 2019) Below is an Article about Portfolio Wealth Management’s Recent acquisition of Crescent Financial Financial Planner to make new acquisition Financial Planning firm Portfolio Financial Consultancy Ltd (PFC) is to acquire Crescent Financial. The move came after S&M Hughes Ltd (trading as Crescent …

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Square Mile

Our new Investment Research Partner – Square Mile

Square Mile is an investment research and fund ratings firm, dedicated to discovering the investment funds that they believe have the best prospects to make your money work hard to build you a secure future. The research team capability is recognised as one of the strongest, most knowledgeable, experienced and effective in the UK retail …

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