thewealthnet

Financial planners launch new Surrey-based wealth division

News Team, 15/02/2021

Unique Financial Planning has launched a new wealth management division in a bid to attract more high-net-worth clients and widen the scope of its offering.

The launch follows the merger of Unique and part of Bright Blue Wealth (BBW), a Surrey-based wealth manager founded in 1999. Both businesses are part of Openwork.

As part of the deal, BBW founder and owner Rhiannon Vallis and three BBW advisers have merged with Unique to create Unique Wealth, based in a new office in Weybridge, Surrey.

Ms Vallis, who has more than 20 years’ financial services experience, and her team will focus on high-net worth individu...


Continue reading this article...


Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.







You are currently not logged in,
login to view the full article
start by clicking this button.





Need a subscription,
fill out the form here or
contact subs@thewealthnet.com