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,...
Following recent acquisitions
The sale of Quilter's life assurance business to ReAssure has been confirmed.
Company decision making is rarely rational
Search for replacement has started
For 2022 Winter Olympics
30 years experience
It’s The Pro Adviser Podcast
A storm has caused havoc in the adviser platform market over the last couple of years, says Tom Ellis, but advice firms will no doubt be expecting to see some sunshine soon
£3.4bn released last year