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...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
From the horse's mouth
Spike during first lockdown