IFA group purchases UK advice company
Founder of the acquired firm will be retiring with immediate effect
Founder of the acquired firm will be retiring with immediate effect
Following the acquisition of two wealth management companies
Acquisition boosts assets under management to more than £1bn
In a bid to expand its UK footprint
Deal is expected to be completed by the end of 2023
To create the country’s ‘largest discretionary wealth manager’ with £100bn FuMA
Deal is subject to court approval
Acquired firm offers a range of personal tax services
Deal sees the firm’s AuM grow to £1.2bn
Firm wants to get to £5bn AuM by 2027
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