AFH has completed the acquisition of Ashford, Kent-based CWP Financial Services, adding more than 600 clients to the firm's books in a deal worth up to £890,000.
As a result of the transaction, Chartered financial planner Bob Perry - CWP's sole adviser, who founded the business with two colleagues 17 years ago - will retire. The firm's clients - most of whom are...
Vitality at Work scheme
Reporting to Steve Hill
Appointed on 19 September
Plans to double size in five years
Unnamed company valuation reduced