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

Tavistock awarded £250,000 costs as it wins latest stage in Titan court battle

Tavistock awarded £250,000 costs as it wins latest stage in Titan court battle

Latest court hearing took place on 11 December

Jenna Brown
clock 16 December 2025 • 2 min read
Finura eyes hiring more advisers amid recruitment 'challenge'

Finura eyes hiring more advisers amid recruitment 'challenge'

Firm also looks to appoint more female advisers

Isabel Baxter
clock 16 December 2025 • 6 min read
Becketts acquires £135m AUM firm from retired adviser

Becketts acquires £135m AUM firm from retired adviser

Snaps up Absolute Sense Financial Planners

Isabel Baxter
clock 15 December 2025 • 2 min read