Shackleton acquires London-based PK Financial Planning
Acquisition brings in over £200m in assets
Acquisition brings in over £200m in assets
The deal will add over £50m of assets under management
The takeover brings in around £300m of assets under management
Swedish firm’s UK spree continues
Acquisition is the digital wealth manager’s third in the UK over the past three years
Will become a stand-alone business rebranded as S&W
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
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