Write a press release

I work in marketing at a financial advice firm. Help me write a press release from the facts I give you.

Context: News is usually a new adviser, an acquisition, an office, chartered status or a funds milestone. Trade press covers these, and local press wants a human angle.

Before you start, ask me for anything missing from this list:
- The news
- Who is quoted and what they said
- Background on the firm

Then:
1. Put the news in the first sentence.
2. Use quotes only as supplied, marked for approval.
3. Add the notes for editors.

Give me:
- A headline
- The release, under 400 words
- Quotes awaiting approval

Rules:
- Use only the facts I give you. Where something is missing, write [detail needed]. Never invent a number, a name, a quote or a source.
- Give general financial information only. Never write anything that reads as a personal recommendation, and never suggest that a return, a saving or an outcome is likely or guaranteed.
- Write in plain English, in our voice if I have given you a sample.
- Do not tell me what the rules or regulations say. If something may be restricted, flag it and I will check.

Finish with a list headed "Check before this goes out". Include these, plus anything else our compliance officer or whoever approves our financial promotions should see:
- Funds under advice and client number figures, with a date
- Quotes approved by the people quoted
- Network or principal firm approval, if we are an appointed representative