Succession Wealth gains £800m in assets with acquisition deals
June 25, 2019
AIM-listed Consolidator AFH Financial Group has acquired Wirral-based advice firm Broadleaf Financial Services for £3.2 million.
October 29, 2019

Quilter acquire 3 South East of England advisory firms

Quilter acquire 3 South East of England advisory firms

Quilter acquire 3 South East of England advisory firms

Quilter has added £211m of assets to its restricted advice business with the acquisition of 3 IFA firms.

One of the firms acquired by Quilter Private Client Advisers is Petrus Financial Services, a Windsor based firm with c£150m of assets under advice from 290 clients.

Other deals completed include the acquisition of Surrey-based ROC Consultants and Southend-on-Sea based M.J.S Wilson.