Sanlam adds £46m assets with dual acquisition

SPW, previously known as Buckles, has acquired the client banks of Llanelli-based Brian D Thomas Financial Planning Services and Kent-based George Ognibeni, as the principals of both firms retire from the industry. Brian D Thomas brings a further £23m of funds under influence and more than 4,000 Welsh-based clients whilst George Ognibeni brings an additional £23m of funds under influence and more than 1,000 clients based across the UK. No principals or staff from either firm will join SPW. "We remain on the lookout for quality businesses like these and have been approached by a num...