SL's 1825 snaps up Bristol IFA to establish South West office

Adding £352m AUM

Victoria McKeever
clock
Julie Scott: "Establishing a regional office in the South West extends our financial planning footprint even further across the UK."
Image:

Julie Scott: "Establishing a regional office in the South West extends our financial planning footprint even further across the UK."

Standard Life-owned financial planning business 1825 has acquired Bristol-based Fraser Heath Financial Management, establishing its South West regional office and adding £352m of assets under management.

The new regional office will comprise 23 employees, including seven planners and five paraplanners. On completion of the acquisition, expected in the first quarter of 2018, 1825 will have more than...

To continue reading this article...

Join Professional Adviser

 

  • 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

David Lawrence: "We have a single-minded focus on both financial advice/planning and investment management activity, relying on leading market external expertise for other aspects of the client value-chain."

Kingswood hits £6.8bn AUA in 2021

Increase of 15%

clock 30 June 2022 • 3 min read
Sustainable Investment Festival 2022: Less than two weeks to go!

Sustainable Investment Festival 2022: Less than two weeks to go!

In-person event takes place 11-12 July

Beth Brearley
clock 29 June 2022 • 2 min read
Progeny eyes international expansion with latest acquisition

Progeny acquires international advice business The Fry Group

The Fry Group

Jenna Brown
clock 28 June 2022 • 2 min read