Financial advisers Simon Fettroll and Mark Ventham have recently set up their own firm Cesta Financial Planning after a management buyout (MBO) at their previous firm fell through.
Fettroll and Ventham received the regulatory green light to go ahead with setting up their own planning business - Cesta Financial Planning - earlier this year. At the time of the interview (24 March), Cesta Financial Planning had been running for four weeks. Both now founders and directors previously worked together at planning firm Templar Financial Planning with the intention of completing an MBO which fell through last year. "We both joined [Templar Financial Planning] with a view of carrying out a management buyout, which has taken up the last two-and-a-half years of our lives...
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