Tavistock Investments has acquired Cornwall-based IFA Duchy Independent Financial Advisers as part of its plan to assemble a national network of advisers.
Tavistock bought the IFA for £350,000 plus a deferred £156,000 subject to it meeting agreed performance criteria. The firm will become a subsidiary of advice arm Tavistock Partners and will see managing...
Edinburgh-based wealth manager has £55m AUA
0.79% all-in cost
Six months' prep time
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