Premier Wealth on adviser acquisition trail

clock

Premier Wealth Management (PWM), the IFA specialising in investment, taxation and inheritance tax planning, wants to acquire more high quality adviser firms over the next 12 months.

The firm has recently acquired two businesses and believes further acquisition is key to its short term expansion. It says IFA companies will benefit from acquisition by PWM as they will be given the opportunity to merge into a bigger practice as part of an exit strategy. PWM provides a specialist service to high net worth clients and has seen business grow by 50% in the last two years. It completed phase two of its five-stage expansion plan after moving into purpose built offices in 2006, with the ultimate goal of gaining an AIM listing in the future. PWM says expansion will help w...

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

Octopus Money: Why a Seccl-backed platform integration is for us

Octopus Money: Why a Seccl-backed platform integration is for us

'Technology and compliance acts as an anchor in the industry'

Sahar Nazir
clock 18 April 2024 • 1 min read
AJ Bell platform hits £80.3bn AUA as advised customers increase

AJ Bell platform hits £80.3bn AUA as advised customers increase

The firm recorded total advised customers of 165,000

Cristian Angeloni
clock 18 April 2024 • 2 min read
Women in Financial Advice Awards 2024: Two weeks to nominate!

Women in Financial Advice Awards 2024: Two weeks to nominate!

Awards ceremony on 6 November at London’s Marriott Grosvenor Square

Professional Adviser
clock 18 April 2024 • 1 min read