Punter Southall Aspire has acquired Dorset-based adviser firm Coleman Financial Services, expanding its client portfolio in the south of England.
The acquisition will add £275m of assets under advice (AUA) to Punter Southall Aspire, as well as a team of 24 staff based at offices in Poole, Exeter and Southampton. Coleman Financial Services offers a range of financial advice to corporate and retail clients, including wealth management, pension and retirement planning, mortgage advice, tax and trusts planning, later life and investment solutions. The acquisition is the third by Punter Southall Aspire in the last 12 months, with the company describing its latest purchase as an important step in its journey to becoming a national f...
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