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atomos buys up two regional advice firms

atomos buys up two regional advice firms
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United kingdomAlison treharneSimon wood woolleyJon treharneChristopher kraftTim johnsonAtomos financial planning ltdFinancial planningDefine wealthAtomos financial planningShore financial planningChief commercial officerManaging director

Atomos sweeps up two more advice firms to close out 2023

Wealth manager Atomos has today (19 December) confirmed its acquisition of Plymouth-based Shore Financial Planning and Reigate firm Define Wealth.

City ofUnited kingdomJon treharneChristopher kkraftSimon wood woolleyAtomos financial planningShore financial planningDefined wealthFinancial planningEquanimity independent financialShore financial planningDefine wealth

Atomos snaps up two advice firms | International Adviser

Atomos snaps up two advice firms | International Adviser
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United kingdomChristopher kraftAlison treharneShore financial planningDefine wealthSanlam wealth

Wealth manager Atomos acquires two regional advice firms

Wealth manager Atomos has bought two advice firms to grow its regional footprint. Shore Financial Planning and Define Wealth have now become part of Atomos Financial Planning.

United kingdomJon treharneTim johnsonAlison treharneChristopher kraftSimon wood woolleyHelen howcroftEquanimity independent financial advisersFinancial planningDefine wealthAtomos financialShore financial planningSanlam wealth

Are You Wealthy? 19 Ways to Define Wealth

Are You Wealthy? 19 Ways to Define Wealth
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