Curtis Banks is to acquire rival self-invested pension provider Talbot and Muir and fintech business Dunstan Thomas in separate multi-million pound deals.
The total consideration for Talbot and Muir is up to £25.25m. The total consideration for Dunstan Thomas is up to £27.5m. The self-invested personal pension (SIPP) and small self-administered scheme (SSAS) provider said the deals, which had been in the pipeline before the Covid-19 crisis, were a "significant step" in its growth plans. Talbot and Muir, an independent SIPP and SSAS provider, has 75 staff with offices in Nottingham and Leeds. Its administers more than 7,000 pensions with assets under administration of about £3.4bn. Curtis Banks said the businesses shared and "common c...
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