Walker Crips acquires client book of adviser MA Heap
The acquisition will add the bank of high net worth clients from Yorkshire-based MA Heap to the company. Mark Heap, the current owner, will transfer across to Walker Crips WM as a consultant.
Walker Crips Wealth Management, part of Walker Crips Group, has acquired the client book of the financial adviser firm MA Heap.
The acquisition will add the bank of high net worth clients from Yorkshire-based MA Heap to the company. Mark Heap, the current owner, will transfer across to Walker Crips WM as a consultant. Walker...
More on Your profession
The perfect personality for a financial adviser
Some traits are bigger earners
M&G Wealth hires recruitment and acquisition director
Looking to triple size of advice business
Mattioli Woods buys Pole Arnold Financial Management for initial £4m
Latest acquisition expands presence in Leicester and London
Administrator to top adviser: Ann-Marie Atkins' journey up the ladder
Challenging embedded thinking
Back to Top
More news
The perfect personality for a financial adviser
Some traits are bigger earners
Lee Fisher: Choosing a CIP is a marathon not a sprint
Four criteria
Pensions dashboard issues digital design tender in 'significant milestone'
Run by Money and Pensions Service
