Fee-based IFA firm Conforto Financial Management has acquired Surrey-based adviser Christie Scott's.
Conforto’s second IFA acquisition in three months, the deal sees the firm’s assets under advice increase to £125m. Founded in 1997, high net worth Christie Scott’s is run by owner Julie Hedge and will expand Conforto’s reach in the South East. Conforto, which now has six registered individuals, aims to build at least £500m in assets under advice. “These are exciting times for the business as we work towards building a refreshingly different fee-based advice organisation focusing on a client-led approach offering differentiated investment opportunities,” Conforto managing director Andy Su...
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