Vintage Wealth Management acquires Beaufort firm Corfe WM

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 ...