Companies

Fourth acquisition of 2025 for private equity-backed advice group

Adds about £4bn of AUM and 454,000 policies

Isham Financial Centre is headed up by David Sawiak

Bringing more access to advisers and retail investors

Designed to help with a ‘comprehensive succession and acquisition solution’

‘We felt that it isn’t right for us to only be rewarded by making a transactional sale’

75 staff to move over to Thesis

No new accounts can be opened and it will close on 12 September

Follows significant financial backing from Marlborough

Makes first investment into one of its partner firms