Mattioli Woods his acquired financial planning and wealth management firm Montagu in a deal worth £2.34m bringing assets under advice worth £80m to the group.
Montagu, established in 1996 and based in Twickenham, provides fee-based financial planning advice and administration to more than 150 private and corporate clients. It has four staff who will transfer...
2020 full year results
Alongside current backer Synova
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Deal struck in 2019
Specialises in large estates
Responsible investors want more transparency
'Three common triggers'
Will report to Succession CEO
Was set for today (1 March)
To help advisers deliver better advice