Wealth management firm AFH has added £25m to its funds under management with the acquisition of the assets of East Anglia-based IFA CRS Financial Planning.
The deal, which will cost AFH up to £663,670, representing approximately 2.6% of CRS's funds under management, will see vendor Chris Stapleton retire from the business and the firm's existing clients now...
Approached in January
'Number of issues' found
Following recent acquisitions
Fees 0.1% per annum or £20 per month
Square Mile's series of informal interviews
Percival on DB suitability
First trading loss in five years