AFH buys client portfolios of Beaufort Securities' Colwyn Bay office
Adds up to £130m FUM
AFH has paid £250,000 to the administrators of Beaufort Securities to acquire the client portfolios of the collapsed discretionary fund manager's Colwyn Bay office.
The consolidator business, which yesterday bought the client portfolio of Wiltshire-based Emery Little Financial Services for up to £1.6m, said the deal would be funded from its existing cash resources....
More on Companies
SJP plans 200 job cuts as pandemic hits pre-tax profits
2020 full year results
Fairstone secures 'major' private equity investment from TA Associates
Alongside current backer Synova
Equilibrium's Gaynor Rigby to exit this summer
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Consolidator Kingswood completes WFI purchase with £3.5m payment
Deal struck in 2019
Clifton Wealth Partnership adds Hunt Financial Planning as AR
Specialises in large estates
More news
Timeline enters fact find and risk profiling markets
Launches soon
Colin Simmons: Putting lockdown savings to tax-efficient use
Pension boost from lockdown pain
Chancellor Sunak 'likely' to freeze lifetime allowance - reports
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.
Ascot Lloyd grows war chest to £100m after deal with US investment group
Made 12 acquisitions in 2020
