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Ascot Lloyd has added £415 million of assets with the acquisition of two advice firms – Prest Financial Planning & QS Financial 

IFA firm Ascot Lloyd has agreed to acquire UK-based Prest Financial Planning and QS Financial.

IFA firm Ascot Lloyd has agreed to acquire UK-based Prest Financial Planning and QS Financial.


Prest Financial Planning is a Stockport-based IFA, which has six financial planners and 26 employees in total.


It reported £3m ($3.7m, €3.4m) in revenues, over £1m in earnings before tax and manages approximately £350m in assets.


Following completion, Prest will transition to the Ascot Lloyd brand.


QS Financial, based in Bromsgrove, Worcestershire has over £65m in funds under management.


The financial terms of the deals were not disclosed.


Nigel Stockton, chief executive of Ascot Lloyd, said: “Prest and QS Financial are two more high-quality acquisitions for Ascot Lloyd, continuing our track record of identifying strong businesses that represent a good fit with our culture and commitment to client excellence.