Wealth and Asset Management
Ex-Coutts and Morton Fraser directors launch SJP-backed boutiques
Former Coutts director Nicola Stephens is setting up her own boutique, Penvearn Wealth Management. Stephens, who was based in Exeter and focused on investment, retirement and inheritance tax planning, left the private bank in August. She previously worked as an independent financial planner at Clydesdale Bank before joining Coutts in…
Continue Reading
Subscribe to unlock the full article and access premium financial content.
Click here to read the full story: Wealth Manager