Tavistock acquires South West firm for £3.7m

Tavistock's second deal in a week

Tom Ellis
clock • 1 min read
Tavistock acquires South West firm for £3.7m

Tavistock Investments has spent £3.7m on the acquisition of Bath and Cheltenham advice firm Morgan Financial Group.

Morgans has 10 financial advisers and more than 1,500 clients with an estimated £500 million of assets under advice. The firm's 2020/21 accounts showed £2.3m revenues, reported EBITDA of £0.3 milli...


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