Milecross Financial acquires Surrey practice adding £40m in assets

National advice firm’s second acquisition this year

Isabel Baxter
clock • 1 min read

National advice firm Milecross Financial has acquired Surrey advice firm The Centre Court Partnership.

The Centre Court Partnership offers advice across wealth, mortgage, and protection. Operating from offices in Ewell and led by David and Alison Harvey, a team of eight – including five advisers in Surrey, Kent, and Sussex – will join Milecross Financial. The deal adds approximately 2,000 clients and about £40m assets to the national advice firm.   Milecross Financial chief commercial officer Chris Thorndycraft said: "This deal is a tremendous fit in terms of the advice areas covered, the firm's client-centric culture, our longstanding relationship and shared values and goals. "It's...

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

'We didn't have the dedicated capability in place': Sesame's adviser recruitment boost

'We didn't have the dedicated capability in place': Sesame's adviser recruitment boost

Team formed to push network’s growth ‘already making a difference’

Isabel Baxter
clock 03 July 2025 • 3 min read
Shackleton adds £900m in AUM with Chetwood Group acquisition

Shackleton adds £900m in AUM with Chetwood Group acquisition

Fourth acquisition of 2025 for private equity-backed advice group

Jenna Brown
clock 03 July 2025 • 1 min read
HSBC Life (UK) sold to Chesnara in £260m deal

HSBC Life (UK) sold to Chesnara in £260m deal

Adds about £4bn of AUM and 454,000 policies

Jenna Brown
clock 03 July 2025 • 1 min read