Image:
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 tran...
To continue reading this article...
Join Professional Adviser
- 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.
