Innovate Wealth Management has joined adviser partnership Beaufort after its previous network Caerus was taken over by Intrinsic in June.
The Mansfield-based IFA has joined the national partnership of IFAs as an appointed representative bringing with it 300 corporate and private clients and £15m assets under management. As part of the...
Bought plans in 1988 and 1989
To be added to model portfolio service
Launched 25 September