Kingswood Holdings doubles size of business with £14m acquisition

Third acquisition in 12 months

"Both [WFI] principals, Charlie Gillespie and Mark Rendall, are exceptional individuals with great track records in the industry and they will remain with the group post integration and assume expanded roles on the Kingswood platform" - Kingswood's Gary Wilder.
"Both [WFI] principals, Charlie Gillespie and Mark Rendall, are exceptional individuals with great track records in the industry and they will remain with the group post integration and assume expanded roles on the Kingswood platform" - Kingswood's Gary Wilder.
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Wealth management group Kingswood Holdings (KWG) has acquired Sheffield-based financial planning business WFI Financial for £14m.

Following completion of the acquisiton Kingswood Holdings will have more than £2.5bn of assets under management (AUM) and assets under advice (AUA), with 5,500 active clients. WFI has offices in Derby,...

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