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...

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