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IWP rebrands Welsh hub and appoints CEO

Maven Wealth, the Welsh regional office of advice firm Independent Wealth Planners (IWP), has appointed Gareth Tregidon as CEO.

United kingdomRob allenInstitute of financial planningInstitute for securities investmentNugenis financialChartered instituteFinancial planningIndependent wealth plannersNugenis financial planningInstitute of financial planningNugenis financial planningSouth walesIndependent wealth plannersBob allen

Maven Wealth rebrands over legal challenge

IFA firm Maven Wealth (Maven) has changed its name to Nugenis Financial Planning effective 1 May. The rebrand came after a challenge to its Maven name by another firm in the financial services sector.

United kingdomGareth tregidonRob allenMaven wealthNugenis financial planningIndependent wealth plannersNugenis financial

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