Family office FF&P launches financial planning unit

clock

Multi family office Fleming Family & Partners (FF&P) has launched a wealth planning business for high net worth clients.

Run by Richard Bertin, the founder of Asquith & Partners, the fee-based wealth management practice with which FF&P agreed a strategic partnership in February, it will target clients with investible assets of between £2m and £10m. The new venture will work closely with FF&P Asset Management and other FF&P propositions to provide wealth planning advice to a wide range of FF&P clients. Mark Davies, group CEO of Fleming Family & Partners, said: "The FF&P Wealth Planning proposition centres on the creation of a Family Wealth Plan which becomes the cornerstone of the relationship and ongoin...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Is being Chartered worth it? Breaking down the perennial dissensus

Is being Chartered worth it? Breaking down the perennial dissensus

‘Many non-Chartered advisers are just as competent as those who are’

Hope Coumbe
clock 10 May 2024 • 4 min read
Andrew Goodwin: Financial advice and the Evangelista effect

Andrew Goodwin: Financial advice and the Evangelista effect

'Future of advice lies in independence, approachability and affordability'

Andrew Goodwin
clock 10 May 2024 • 4 min read
Aviva integrates robotic process automation into platform capabilities

Aviva integrates robotic process automation into platform capabilities

Robotic process automation removes need for client by client process

Sahar Nazir
clock 09 May 2024 • 1 min read