Private equity-backed Cooper Parry Wealth (CPW) has acquired Chartered financial planning firm Chamberlyns in its latest deal.
The additional brings total assets under management to £1.3bn and total staff members of 70. It followed its buyout of London-based financial planner Future Perfect in April. The Chamberlyns' deal is the fifth this year. It got backing from Waterland Private Equity in July 2022. Chamberlyns, founded in 1997, is an independent wealth management boutique and both a Chartered and Accredited Financial Planning firm. CPW chief executive (CEO) Stephen Jones said: "Chamberlyns is a business I've known and respected for many years since myself and Michael Smith (CEO) first met in a best...
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