Newell Palmer acquires Worcester financial planner

Adding £20m FUM

Victoria McKeever
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Newell Palmer has acquired Worcester financial planner Moneyfax fps
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Newell Palmer has acquired Worcester financial planner Moneyfax fps

IFA Newell Palmer has completed the purchase of financial planning firm Moneyfax fps, adding £20m funds under management. The deal is the firm's first acquisition of 2018.

The deal has also added 80 active clients to Newell Palmer's client base. The newly acquired clients will be serviced by Newell Palmer's Bromsgrove office. Based in Worcester, Moneyfax has been offering...

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