Chase de Vere acquires £1.1bn AUM medical adviser

Will add 30 IFAs to team

Hannah Godfrey
clock • 1 min read

Chase de Vere has acquired specialist financial planning business Medical Money Management, adding £1.1bn of assets under management to its books.

The acquisition will conclude in late October and will see 16 partners and 64 employees, including 30 independent financial advisers, join the firm. A spokesperson for Chase de Vere told Professional Adviser it was in talks with smaller firms about further acquisitions but valued "quality rather than quantity" in its acquisition process. Medical Money Management specialises in providing financial planning advice to medical, dental and other professionals. It is based across eight offices in Birmingham, Bristol, Exeter, Glasgow, Leeds, Liverpool, Manchester and Sheffield. The spokes...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Owning the 'why?': Verona Kenny reflects on six months at Aberdeen Adviser

Owning the 'why?': Verona Kenny reflects on six months at Aberdeen Adviser

'We need to be consistent. We need to get the basics right every single time'

Verona Kenny
clock 01 May 2025 • 4 min read
Fairstone refines buyout terms to focus on high-growth potential IFAs

Fairstone refines buyout terms to focus on high-growth potential IFAs

Updated DBO model to ‘support increased valuations’

Jenna Brown
clock 30 April 2025 • 2 min read
L&G drops fracture cover in critical illness and income protection overhaul

L&G drops fracture cover in critical illness and income protection overhaul

Increased pay out amounts

Jaskeet Briah
clock 29 April 2025 • 3 min read