Mattioli Woods acquires planning business Montagu for £2.3m
AUA worth £80m
Mattioli Woods acquires wealth manager for £2.3m
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...
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