02/11/2016

Exeter-based wealth manager to launch DFM and platform proposition

“We have already received a high level of interest in the DFM service and are currently speaking to a number of quality advisory firms that are keen to join P1 and have a greater influence over the investment service they use for their clients.&rdqu

02/10/2016

Wealth manager buys insurance broker

Chesham has over 40 years worth of experience in the commercial and personal insurance sectors, serving clients throughout the UK.

02/09/2016

Financial Advisers Give Quilter Cheviot Gold Seal of Approval

“We are thrilled to receive this endorsement from Defaqto and to be recognised for our levels of service by the financial adviser community as a whole. We place great importance in understanding and meeting the varying needs of financial advisers an