Vintage Wealth Management has acquired Surrey-based Corfe Wealth Management, an appointed representative of advice network Beaufort Financial.
Corfe founder Christopher Webb will remain with the firm as a client-facing adviser. He will also have a broader remit to expand the Vintage brand across South East England, the firm said. The fee for the firm, which looks after more than 150 clients, was undisclosed, as well as the amount of assets under advice. Vintage WM CEO John Morton said: "The decision to acquire Corfe Wealth Management is a natural stepping-stone in our expansion plans to grow by targeted acquisitions alongside our continued organic growth, driven, in part, by our joint venture partners and the recruitment of ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes