News

17
Feb

Clifton Wealth Partnership gains appointed representative

Hunt Financial Planning has joined Bristol-based Clifton Wealth Partnership as an appointed representative (AR). The AR position means that Hunt Financial Planning will be able to access Clifton’s centralised investment proposition, including the investment platform Viewpoint Portfolio and the discretionary fund manager. 

Clifton’s “hybrid growth strategy” encompasses AR and acquisitions, where the firm has established a pipeline of around fifteen deals at various stages of due diligence. 

Hunt Financial Planning, headed up by Chris Hunt, specialises in portfolio and estate management for business owners and individuals.

Anthony Carty, Clifton’s group financial planning and business development director, commented: “Chris has developed a great business offering trusted holistic financial planning to his considerable client base. We are thrilled he has chosen CWP to help him further develop & grow his business.”

He added: “We are actively seeking acquisition targets as well as the ARs with the right synergies. Chris is the most recent to come on board and represents a great fit for us as he matches his ambitions for his business with the Clifton Wealth Partnership proposition.”