South Wales independent financial planning firms - Banyard Independent Advice Services and Wilcox Financial Planning - have joined Clifton Wealth Partnership (CWP).
The two new additions add £68m in AUM and 300 new clients to CWP and will help to grow the firm's presence in South Wales. Each of the firms' owners will stay on at CWP for a two-year transition period to help support clients through the handover. Banyard Independent Advice Services was formed by husband-and-wife duo Mark and Jane Banyard in 2016. Each had worked in financial services for decades before deciding to set up their own firm. Based out of their home in Pembrokeshire, the firm services around 80 clients with approximately £22m AUM total. Most clients are local to the fi...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
