Finura acquires financial planning firm adding £90m in client assets

The firm has completed its acquisition of Tenacity Wealth Management

Isabel Baxter
clock • 2 min read

Chartered financial planning firm Finura has completed the acquisition of independent financial planning firm Tenacity Wealth Management on 30th November.

The acquisition will add £90m of client asset into Finura and marksis the second acquisition the firm has made over the past three years following its acquisition of James Harvey Associates in 2021. Finura said this has been the result of continued investment in its support functions for advisers resulting in increased adviser capacity. The financial planner also said it is looking to continue to make "well considered" acquisitions, working with business owners who "place client experience at the heart of their decisions and are invested in staying the course through business integrat...

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

St James's Place slumps 30% after £426m client refunds provision

St James's Place slumps 30% after £426m client refunds provision

SJP made a £426m provision to refund clients on ongoing advice fees

Eve Maddock-Jones
clock 28 February 2024 • 3 min read
St James's Place slumps 30% after £426m client refunds provision

St James's Place slumps 30% after £426m client refunds provision

SJP made a £426m provision to refund clients on ongoing advice fees

Eve Maddock-Jones
clock 28 February 2024 • 3 min read
Two advice firms join Quilter Financial Planning network

Two advice firms join Quilter Financial Planning network

Sports Media and Entertainment WM and Holroyd Wealth Management join

Isabel Baxter
clock 26 February 2024 • 1 min read