Brooks Macdonald buys Wales-based financial planner
CST Wealth Management has assets under advice of around £170m
CST Wealth Management has assets under advice of around £170m
Follows the acquisition of Ravenscroft’s UK investment management business last year
‘Numerous attractive businesses’
LIFT is headquartered in Greater Manchester, with offices in London and Edinburgh
The IFA firm has £890m in assets under advice across 1,600 personal clients
AdviserAsset offers a range of tools for financial advisers
Plans to ‘evolve’ NuWealth to help advisers
Manchester, Leeds and Newcastle offices acquired
AHR will be rebranded as Titan Wealth International
The move is part of Nucleus’ strategy of building scale
Liverpool-based wealth manager went into administration last October
Newly-acquired firm will rebrand to Titan Wealth Planning