Wealth and Asset Management
Clifton Wealth adds Wesleyan fund to adviser platform
Clifton Wealth Partnership has added Wesleyan’s Smoothed With Profits Fund to its Morgan Lloyd Invest platform. The move marks a collaboration between the Bristol-based financial planning and wealth management firm and Wesleyan, the UK mutual financial services provider. Wesleyan’s Smoothed With Profits Fund offers daily pricing, trading and smoothing, allowing…
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