Margetts Wealth directors complete management buy-in

Directors Ian Butler and James Vickers, who have both been with the firm for more than 20 years, have taken equal shares in the firm. They join current owner Kevin Smith and will lead the owner-managed business, retaining its independence. The IFA firm, located in St Paul's Square, Birmingham, manages more than £230m of assets and funds for 350 clients, including business owners, professionals and a network of accountants and lawyers across the region. It has three authorised advisers and eight support staff. Margetts Wealth runs its own centralised investment proposition and diversif...