Clifton Asset Management has agreed to acquire Southsea-based firm Leonard Gold Financial Management and has said it is in talks with as many as 12 or 13 other businesses.
Leonard Gold Financial Management, which was originally part of Leonard Gold Chartered Accountants, will initially join the Clifton Wealth Partnership as an appointed representative with the downstream...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams