Kingswood acquires £115m AUA firm for £3.4m

'Very similar culture'

Tom Ellis
clock • 2 min read
Kingswood acquires £115m AUA firm for £3.4m

Transatlantic advice consolidator Kingswood has acquired adviser firm Money Matters North East for up to £3.4m.

The Redcar-based advice firm has three advisers and 10 support stuff. They look after around 600 clients with a collective assets under advice of £115m. The advice firm made a pre-tax profit of £425,000...

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