Surrey financial planning firms merge and look to avoid minimum portfolio sizes

Surrey firm

"We can have someone coming on board only earning £50,000 a year but if their idea is to build a portfolio of a couple of million pounds then we will work with them to get there" - Rhiannon Vallis.
"We can have someone coming on board only earning £50,000 a year but if their idea is to build a portfolio of a couple of million pounds then we will work with them to get there" - Rhiannon Vallis.
  • Jon Yarker
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Newly launched wealth management firm Unique Wealth will target aspirational clients whose asset levels might see them overlooked by competitors.

Unique Wealth, based out of Weybridge in Surrey, is the new division launched by Unique Financial Planning and Bright Blue Wealth , which recently merged. Many adviser firms, due to higher business...

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