Fortnum firm acquires AMP practice

Contact Us Now

Fortnum firm acquires AMP practice

An authorised representative of non-aligned licensee Fortnum Private Wealth has announced the acquisition of an AMP-aligned advice practice.

Fortnum-aligned firm Fortuity Strategic Advisors announced it has acquired Just AdviceFinancial Services – an authorised representative of AMP-aligned licensee Charter Financial Planning.

In a statement this week, Fortuity Strategic Advisors said the acquisition of Just Advice was part of the firm’s “aggressive plans to grow.”

Fortuity also announced the appointment of Samuel Fenning to the role of financial adviser. Mr Fenning was formerly an adviser with Just Advice, according to his LinkedIn profile.

Managing director of Fortnum Private Wealth Joel Taylor said the dealer group is pleased to attract well-educated, young professional advisers like Mr Fenning who are passionate about helping people achieve financial freedom.

“Today’s advice businesses will be unrecognisable in the next five-10 years with new education standards, a smaller professional advice community (with adviser retirements) and increasing customer demand and complexity,” he said.

Click here to view the full article

Leave a Reply

Be the First to Comment!

Notify of
avatar
wpDiscuz

Join Fortnum now

testimonials

Adviser Testimonials

FPW Ltd - Authorised AFSL Representatives Online