BRI Wealth Management (BRI) has acquired Worcestershire-based Singular Financial Planning (Singular), adding £30m in assets under management (AUM).
The wealth management business said the deal cemented its position in the Midlands following the January purchase of Bransford Financial Planning, which is also based in the region. The Bransford deal added £25m in AUM. Singular director and Chartered financial planner Stuart Jefferies said the business had taken its time when looking for a suitable firm to look after its clients in the future. "BRI is one of the very few we met and felt happy with," he said. "I have every confidence that BRI will deliver a high-quality service to my clients and that they will be looked after very wel...
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