Companies

‘We’re not trying to be the biggest wealth manager’

Revenue rose 3.5% to £225m

Carleton Financial Planning and RJ Savage Asset Management

Expected third-party launch later this year

Wealth manager reports ‘strong progress’

Joins as an appointed representative

Deal part of its ‘vision for connected financial services’

Formerly Hurst Point Group

EGR Wealth agreed to a voluntary requirement in July

Expected to complete by mid-November