Wales-based Buckles IFA has acquired Wiltshire-based Heather Moor & Edgecomb Ltd in a deal funded by Buckles' parent company Sanlam UK.
The principals in the business, Brian and Dolly Pickering, established the firm over 40 years ago and it now services more than 2,000 clients with about £100m of assets under advice. Heather Moor & Edgecomb will retain management and offices but will gain three Buckles advisers who will move to Lyneham, Wiltshire. "We are delighted Brian and Dolly have chosen to partner with Buckles to provide first class advice to their clients," Buckles executive chairman Nigel Speirs says. "They have built a quality business over many years and, by introducing products of our graduate trainin...
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