Cardiff-based UNIQ Family Wealth has acquired Isaac Rees Wealth Management as part of the financial planning firm's growth strategy.
UNIQ acquired Brecon-based Isaac Rees - its second acquisition in 15 months - in April, under a share purchase deal with assets of £28m. The purchase of Morgan Stone Independent in February 2017, brought...
Financial coaching for mass market
Bought 22 firms in two years
Reid to take on advisory role
Ameriprise Financial strikes £615m deal
Challenging embedded thinking
Nominate yourself, a peer or colleague
Based on George Street
Also available in Spanish