Chartered independent financial planning firm Chester Rose Financial Planning has acquired Berkshire-based Bespoke IFA as its UK growth plans accelerate.
The acquisition adds £250m in assets under advice to the firm, bringing Chester Rose's total assets under advice to £900m. Set up by Ascot Lloyd founder Richard Dunbabin in 2020 after acquiring Heritage Financial Advisers, this is Chester Rose's fourth acquisition. Bespoke IFA's core team and its 500-plus clients will move to Chester Rose, while its CEO, Paul Francis, a former colleague of Dunbabin's at Ascot Lloyd, is retiring. Dunbabin said: "Having known and worked with Paul, we both knew our businesses have similar values and working practices, making both the acquisition and t...
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