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Fourth acquisition of 2025 for private equity-backed advice group

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

Joins from rival provider Scottish Widows

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

Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

Successor has been appointed and will be announced in September