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 also sees adviser numbers at the firm grow to nine with plans to increase this to 12 by the end of 2021.