Will pay down debt
2020 full year results
Alongside current backer Synova
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Deal struck in 2019
Specialises in large estates
Conveyancing, land and property law
SLA rebranding will not be immediate
Will offer simplified advice
AUA worth £80m
Three Chartered financial planners have joined forces to launch a new independent business called Sylvan Financial Management.
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Due diligence challenges
Will grow network by offering a bespoke service
Network Direct in voluntary administration
Six IFAs and 1,000 clients
12-month trading update
Used company branding
'We aim to disrupt this industry to its core'