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....
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