AFH has completed the acquisition of Ashford, Kent-based CWP Financial Services, adding more than 600 clients to the firm's books in a deal worth up to £890,000.
As a result of the transaction, Chartered financial planner Bob Perry - CWP's sole adviser, who founded the business with two colleagues 17 years ago - will retire. The firm's clients - most of whom are...
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