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."
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."
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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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