UK Adviser
Serial acquirer strikes again with double UK deal
They drive the firm’s funds under management beyond £5.6bn
Long-term financial wellbeing a concern for ‘young’ UK savers
But 74% are confident of reaching their investment goals
Fifth of UK advisers don’t want younger clients
But majority of firms would change their marketing approach to use more tech and social media
IFA firm snapped up by Geordie wealth manager
Acquirer hopes to achieve a greater presence regionally, nationally and internationally
Acquisition doubles Kingswood’s UK wealth operation
Deal will take the firm’s asset under management to £2.5bn