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IWP shakes up management team with double hire citywire.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from citywire.co.uk Daily Mail and Mail on Sunday newspapers.
Maven Wealth partners with charity to promote sailing for visually impaired professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.
IWP s Welsh hub Maven Wealth Management hires head of financial planning IWP acquired 22 firms in two years Gareth Tregidon joins Maven from Stafford House Investments. Tregidon, who joins from Stafford House Investments, has been working in the advice profession for 30 years. He was branch chairman of the Institute of Financial Planning in South Wales from 2006 to 2011 before it merged with the Chartered Institute for Securities & Investment (CISI). He has also been an assessor and examiner for the latter since 2008. Related articles IWP has been on an acquisition march over the past few years, buying 22 firms in the last two. On 1 April the consolidator revealed it had acquired three IFAs: Aberdeenshire-based Buchanan & Associates, Moss and Roberts located in Norfolk, and Buckinghamshire-based Principal Financial Planning. ....
Maven appoints new head of financial planning By Tom Higgins 26 Gareth Tregidon, copyright Maven Wealth Management Maven Wealth Management, the Welsh regional hub of Independent Wealth Planners (IWP), has appointed Gareth Tregidon as head of financial planning. A certified financial planner and chartered wealth manager, Tregidon has almost 30 years’ experience within the financial advice profession for both regional and national businesses. He joins Maven from the independent financial planning arm of Stafford House Investments, having joined the firm in April 2015. Prior to this, he ran the financial planning department of Bevan Buckland, one of South Wales’ largest regional accountancy firms, based in Swansea. ....
2 nd February 2021 1:27 pm A wealth manager that was part of a group which faced claims over British Steel advice has rebranded from Bartholomew Hawkins Asset Management to Maven Wealth Management Limited. Bartholomew Hawkins Group was acquired by Independent Wealth Planners UK in August 2019 after the FCA approved the change of control. The Bartholomew Hawkins Group previously had two subsidiary firms – advice firm Bartholomew Hawkins Limited and wealth manager Bartholomew Hawkins Asset Management. Bartholomew Hawkins Limited went into liquidation on 23 October 2020. In December 2017, the advice firm BHL ceased all regulated activities relating to defined benefit pension transfers. The business had previously given advice to members of the British Steel Pension Scheme. ....