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

UK financial services M&A value doubles to £38bn

UK financial services M&A value doubles to £38bn

Driven by resurgence in deals worth more than £1bn

Isabel Baxter
clock 07 January 2026 • 2 min read
How an advice firm was born out of frustration

How an advice firm was born out of frustration

James Freshney and Jack Silk set up Sherpa Family Wealth in November last year

Isabel Baxter
clock 02 January 2026 • 7 min read
Tavistock to take fintech focus amid 'significant strategic realignment'

Tavistock to take fintech focus amid 'significant strategic realignment'

Sets out ‘extensive but appropriate’ use of AI

Isabel Baxter
clock 23 December 2025 • 3 min read