North West financial planning firm Foresight Wealth Strategists has completed its first acquisition with the purchase of Bury-based IFA Platinum Socially Responsible Investments (SRI).
The deal will add an additional £35m in assets under management and a further 160 clients to its already established client portfolio, according to Foresight. This acquisition is in addition to Foresight's strong organic growth and forms part of its strategic long-term plan, the firm said. Simon Booth, CEO of Foresight, said: "We have worked with Platinum SRI over many years and admire their approach, particularly in regard to socially responsible and ethical investment choices for their clients. Their values closely match ours and it is for this reason it is a great acquisition. "As...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
