BRI acquires Singular Financial Planning adding £30m AUM

Wealth management firm completes second Midlands-based acquisition

Jenna Brown
clock • 1 min read

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...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Companies

SJP complaints skyrocket as CMCs target clients

SJP complaints skyrocket as CMCs target clients

Ahead of historic advice review

Isabel Baxter
clock 07 May 2025 • 3 min read
M&A-hungry My Pension Expert enters £25m refinancing deal

M&A-hungry My Pension Expert enters £25m refinancing deal

Follows Tenet&You buy last year

Jen Frost
clock 29 April 2025 • 2 min read
FSCS investigates advice firm after director's £2.3m fraud charge

FSCS investigates advice firm after director's £2.3m fraud charge

Lifeboat fund working with FCA on potential Campbell & Associates claims

Isabel Baxter
clock 28 April 2025 • 2 min read