AFH has completed its fifth acquisition in the space of a month, buying the client portfolio of Wiltshire-based Emery Little Financial Services for a maximum price of £1.6m.
As a result of the transaction, partner Derek Gibbens will join AFH as an adviser and continue to work with the existing clients of Emery. Partner Brian Little will retire following the acquisition and...
2020 full year results
Alongside current backer Synova
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Deal struck in 2019
Specialises in large estates
Pension boost from lockdown pain
Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.
Made 12 acquisitions in 2020