Towry acquires Bluefin Personal Consulting

Scott Sinclair
clock

Wealth manager Towry has acquired Bluefin Personal Consulting (BPC), the Axa UK-owned financial planning unit of Bluefin, for an undisclosed sum.

A deal for the business, which advises on about £500m worth of assets for some 1,500 clients, is expected to complete before the end of the year. Transferring to Towry will be 19 wealth planners and 70 support staff. Initially, BPC will continue to operate under the Bluefin brand - and from its existing premises - to ensure a minimum disruption to clients, Towry said. Andrew Fisher (pictured), chief executive of Towry, said: "We are very pleased to have signed this agreement with BPC, whose advisers have demonstrated a strong track record in building trusted relationships with clie...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The 'quick way' to lose your clients' trust

The 'quick way' to lose your clients' trust

Clients are disengaging rather than firing their advisers, conference hears

Sahar Nazir
clock 09 May 2025 • 2 min read
Women in Financial Advice Awards 2025: Nominations close today!

Women in Financial Advice Awards 2025: Nominations close today!

Awards to be held on 12 November in London

Professional Adviser
clock 09 May 2025 • 1 min read
Younger clients demand sustainability 'impact not labels'

Younger clients demand sustainability 'impact not labels'

Investment industry criticised on ‘terrible job’ of appealing to fresh audiences

Sahar Nazir
clock 08 May 2025 • 2 min read