succession planning

The challenge of stepping up for fresh talent

Deal signed for Goodman Chartered Financial Planners in Tunbridge Wells

Crescent Independent and clients of Bury IFA acquired for undisclosed sum

Fairstone will provide centralised resource, technology, and capital to Prosperity Wealth

Acquisition follows a £145m January deal for a City of London adviser 

Firms bought up in Cambridgeshire, Yorkshire and Buckinghamshire

Transaction is set to complete later this year after regulatory green light

Wealth manager to pay an initial consideration of £8.78m

Acquisition represents the fourth for the firm in nine months

Active Wealth Management will join the national’s existing Glasgow office