Shackleton acquires Norfolk-based Harrold Financial Planning
The takeover brings in around £300m of assets under management
advice firms
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Quilter continues expansion of advice network with four more firms
Follows addition of eight firms in December 2024
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Skerritts rebrands to Shackleton and adds four new firms to network
Acquires Save & Invest Group, Fleming Financial Limited, Robson Lister Limited and Shorts Financial Services
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Quilter adds four more firms to advice network
Dundee-based Andy Caterer Wealth Management among the new firms