Belgravia, London-based private bank Duncan Lawrie has moved closer to the IFA community through the acquisition of financial planning business Hill Martin.
The latter also offers employee benefit, pensions, asset management, and divorce services from offices in London and Bristol. Peter Field, managing director of Duncan Lawrie, says while there may be no immediate change in terms of leads obtained through IFAs – most currently come through lawyers and accountants given the type of high-end personalised services offered by the bank – the fact an office presence is being obtained in the Southwest will be significant. Duncan Lawrie has additional offices in Wrotham, Kent, and Douglas, Isle of Man, covering on- and offshore demands of clients...
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