Clifton AM acquires Caerphilly-based Mark Phillips

Third acquisition in 2022 boosts the firm’s AUM to over £1bn

Julia Bahr
clock • 2 min read

Consolidator Clifton Asset Management has purchased Caerphilly based financial advisers, Mark Phillips Ltd.

This is Clifton Asset Management's third acquisition in just three months, as its ‘buy and build' acquisition strategy continues to accelerate since receiving first round funding from independent asset manager, Boost & Co in July. Mark Phillips of Mark Phillips Ltd is an independent financial adviser with over 40 years of industry experience. He will continue to support with the transition of clients to Clifton, the firm said.  This acquisition has boosted the Bristol-based firm's assets under management (AUM) to over £1bn and added more than 250 clients with AUM of £40m to its portfo...

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