Outsourced paraplanning business Plan Works has expanded its operations with Siân Davies Cole becoming a partner and director alongside founder Nathan Fryer.
Fryer, who founded the business in 2013, said the move was the first step in growing the business. He has, until now, run the business by himself. Davies Coles will join the firm as partner and director....
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Almost three-quarters generated positive returns
Integration of Charles Derby and Lighthouse
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Entered administration in April 2020
Cuts fees across multi-manager range