Close Brothers AM buys Dorset-based IFA adding £220m in assets

Bottriell Adams was founded in 2004 and currently manages over £220m of assets for high net worth client families and small businesses. As part of the agreement, the advice firm's partners, financial planners, and support team will join CBAM. The acquisition is part of CBAM's growth strategy, helping to extend its regional footprint in the Southwest. CBAM currently operates from London, Birmingham, Bristol, Cheltenham, Chichester, Chester, Dorset, Farnham, Gatwick, Manchester, Newcastle, Northwich, Edinburgh, Glasgow, and Guernsey. Bottriell Adams managing partner Gary Bottriell...