9 October 2025
-
Jupiter Wealth Management Ltd, based in Northwood, Greater London, where the business is run by principal Geetika Sethi.
-
Redleaf Financial Planning LLP, operating across Kent and West Sussex, has James Hughes, Julian Durand, Jeremy Howard and Perry O’Shea as its principals.
-
Roseum Financial Planning Ltd, headquartered in Renfrew, Scotland, is run by chartered financial planner Michaela Pashley.
-
Singer Wealth Management Ltd, based in Keynsham near Bristol and Bath, was founded and is led by Cassie Singer.
-
Ascent Financial Planning Ltd, a chartered firm based in St Asaph, Denbighshire, is overseen by directors Gaynor Lyth, Gwilym Lloyd Jones and John Ridings.
-
Richmond Wealth Management Ltd, from Hebburn in Tyne and Wear, is headed up by principal Neil Richmond.
-
Mapledurham Financial Planning Ltd, serving clients in the Reading and Mapledurham area, is led by principal John Barry Laverick.
-
Caldwell Financial Ltd, with offices in both Belfast and London, was founded by Neal Caldwell CFA.
“It’s fantastic to welcome these eight firms, each led by experienced practitioners who share our commitment to high-quality, client-centred advice. We look forward to supporting their growth and, with momentum building across our network, we expect to welcome many more throughout the rest of the year.”