Newly-joined Chartered firms

• Inet3Limited
• Rowlands & Hames Insurance Brokers Ltd
• FE Protect Limited

September 2020

• PIB Risk Services Ltd
• M.S Macbeth Ltd
• Lockhart Capital Management LLP
• Taylor Burke Partnership
• Charles Dean Ltd

 August 2020

• Rathmore Financial Ltd

July 2020

• Imperial Wealth International Ltd
• Tailored Retirement And Investment Planning
• The De Rouet Partnership
• Bonum Wealth Ltd
• Stadden Forbes Financial Planning Ltd

June 2020

• Park Insurance Services
• Grenstone Financial Planning Ltd

May 2020

• Lomond Wealth Management Ltd
• Altor Wealth Management LLP
• Hunter & Co (IFA) Ltd
• 4 The Record Compliance Ltd
• Lifetime Solutions Financial Planning Ltd
• The Abbott Clarke Partnership Ltd

April 2020

• Talking Finances
• SMC Financial Services Ltd

 March 2020

• WRS Fornham Financial Partners Limited
• Watson Woods & Sillars Ltd
• Carlton Asset Management Limited
• Touchstone Underwriting Limited

February 2020

• Facet Underwriting Limited
• South Essex Insurance Brokers Limited
• Manchester Underwriting Management
• Xbridge Ltd- Simply Business MGA
• CGR Wealth Management Ltd
• Beachamp Wealth Ltd
• IFT Wealth Management Ltd

January 2020

• BdhSterling Limited
• Finura Partners
• Hawkins Thomas Ltd
• Martin Aitken Financial Services Limited
• IWC Financial Ltd
• Eight Four Two Limited
• BRB Wealth Management Limited
• Elmwood Financial Consulting Limited
• Anderson Gardner Financial Planning Limited
• Clarus Wealth Ltd
• Wealthflow LLP
• Salix Wealth Ltd

December 2019

• Advanta Wealth Ltd
• Hyperion Insurance Services- Howden UK
• James Hallam Limited
• Lucas Fettes & Partners
• Richard Jacobs Pensions & Trustee Services
• Bellamy Wealth Management Ltd

 November 2019

• Jelf Insurance Broker Ltd
• Magenta Financial Planning Limited
• Five Wealth Ltd
• Friar Gate Independent Financial Services 
• Tor Financial Planning Limited
• JPB Financial Planning Ltd
• Three Counties Ltd
• Bluezone Capital Ltd
• Mitten Clarke Wealth Limited
• Purple Wealth Management LLP
• Wynchwood Investments Limited
• Punter Southall Wealth Limited
• Stringer Mann Financial Planners

October 2019

• Ntegrity Insurance Solutions Ltd
• Progressive Strategic Solutions LLP
• Cadman Wealth Planning Limited
• Just Financial Group Ltd
• Texel Finance Limited
• Mansion House Capital

September 2019

• Niche Sports And Finance Limited
• Complete Financial Fitness Limited
• Blue Financial Group Ltd
• JN Dobbin Limited
• Tailored Solutions UK Ltd
• LIFT-Sport Limited
• Fermet Point Ltd T/A Global Wealth
• AMG Wealth Management Ltd
• Ntegrity Insurance Solutions Ltd

August 2019

• P D Financial Management Ltd 
• Thind Wealth Advisory Ltd
• Hansford Bell Financial Planning Ltd
• Harlands Wealth Management Limited
• Bottriel Adams LLP
• Oundle Wealth Management Ltd

 July 2019

• Lowe Sawyer Financial Planning
• Yutree Insurance Ltd (Chartered Insurance Brokers)
• Lolaire Financial Ltd
• Tees Financial Ltd

June 2019

• Canter Holland Ltd
• Central Wealth Planning Ltd
• White McMullin Barnes Ltd

May 2019 

• Eight Wealth Ltd
• Satis Asset Management Ltd
• Independent Financial Advice Centre (Glasgow) Ltd