Clifton Wealth Partnership adds Hunt Financial Planning as AR

Specialises in large estates

Jenna Brown
clock • 1 min read

Clifton Wealth Partnership has expanded with the addition of Hunt Financial Planning as an appointed representative (AR) firm.

Hunt FP, managed by Chris Hunt, partnered with Clifton on 8 February and specialises in portfolio and estate management for individual clients and business owners. It works alongside professional practices in the accountancy and legal sectors.

Hunt's specialism is bespoke financial planning for large estates.

As an AR Hunt FP will gain access to Clifton's centralised investment proposition, which includes its discretionary fund manager Eden Park and its investment platform Viewpoint Portfolio.

Clifton Asset Management in talks on 15 more adviser acquisitions

Clifton group financial planning and business development director Anthony Carty said: "Chris has developed a great business offering trusted holistic financial planning to his considerable client base."

Carty has been working with the Clifton board for the last two years to build a sustainable growth strategy.

He added: "We are actively seeking acquisition targets as well as the ARs with the right synergies. Chris is the most recent to come on board and represents a great fit for us as he matches his ambitions for his business with the Clifton Wealth Partnership proposition."

Hunt commented Clifton's integration of technology was a big factor in his decision to become an AR.

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