financial planning

Follows earlier acquisitions of RMS Financial and Wealth Professional

Forms TaxAssist Plus Financial Planning

Christopher Kenny and Emma Sterland made MDs

Proposition to launch in coming weeks

Partnership aims to close advice gap

City Gate Aberdeen and Albyn Associates add £180m assets

Brings total AUM to £4bn

Full certification programme to follow

Changes to CGT would have ‘clear implications for wealth planning’

Located on Bloomsbury Way