UNIQ Family Wealth continues growth with Brecon-based firm
Share purchase deal with assets of £28m
Marlene Outrim: "I was also concerned that the consolidators have been snapping up several IFA practices over the past few years, and how this might affect personal financial planning in the future."
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...
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