Meredith Cornelius, of Financial Strategies, and Richard Harden, of Richard Harden Investment Services, have been working together since the start of the year and formally merged their firms on August 1.
Totara Wealth brings together the expertise, skills and resources of the foundation businesses of Richard and Meredith and expand their capacity to offer financial planning, investment and UK Pension Transfer advice with the addition of partner adviser Richard Grimes.
Together, the Totara Wealth team have extensive experience in the areas of financial planning, investment portfolio construction and UK Pension transfers. All three advisers are qualified Authorised Financial Advisers (AFA's) and members of the Institute of Financial Advisers (IFA). Richard Harden and Meredith hold the globally-recognised Certified Financial Planner (CFPcm) mark, and Richard Grimes expects to receive his CFPcm status later this year.