UK Adviser
Financial advice firm makes second acquisition of 2022
Deal adds £130m in assets under management
How UK register of overseas entities impacts advice clients
Failure to comply can result in a daily fine of up to £2,500
PE-backed wealth company acquires UK advice firm
Following the purchase of Beaufort Financial and You Asset Management in June 2022
IFA group completes fourth deal of 2022
It is the firm’s seventh acquisition since it received private equity backing
Advice consolidator acquires Yorkshire-based firm
It now has £7.7bn in assets under influence