Sandringham Financial Partners went independent this week
Follows three M&A deals in one morning
‘Promising lead’ or ‘Back to the lab’?
Strong demand has pushed the price of IFA firms 20% higher than this time last year, according to mergers and acquisitions expert Brian Spence.
Acquisition outfit Bellpenny has completed its 30th deal to date with the purchase of Croydon-based Trustee Asset Management (TAM).
National wealth manager and adviser consolidator Bellpenny is to re-organise its management structure later this year, with current chief executive Kevin Ronaldson stepping down to become founder director.