Newell Palmer acquires client book of Sandringham founding partner

Heffernan serviced clients of his restricted Coventry-based adviser practice under Sandringham. It said the national network will continue to operate as normal following the purchase of Heffernan's book of clients by Newell Palmer. Heffernan's clients will now be serviced by Newell Palmer's Nuneaton office. This is the final of eight acquisitions completed by Midlands-based IFA, Newell Palmer, in 2017. Last month, the firm added £25m funds under management (FUM) with the acquisition of Wolverhampton-based IFA Treble Investments. Newell Palmer has more than quadrupled its FUM in ...