UK Adviser
Wealth manager buys UK advice firm for £2.5m
It is the acquirer’s second deal of 2022
Wealth manager opens office in Birmingham
It will allow the firm to expand its reach in the ‘key regional centre’
Best Practice | 28 Jan 22
Just 7% of advisers have plan to retain female clients
Despite most women inheriting wealth leaving their financial planner within a year of their partner’s death
PE-backed wealth manager buys UK advice firm
It has a pipeline of planned deals within the investment management and financial planning sectors
UK financial planning firm makes double acquisition
Deals add around £250m in funds under management