KW Wealth has acquired East Yorkshire-based IFA Marchant McKechnie, which serves some 700 clients and has £200m of assets under advice, in a deal worth up to £4m.
Following the acquisition, which is subject to FCA approval, the integrated wealth management group will have more than £2bn of assets under advice, 20 financial advisers and more than 4,000 active clients....
2020 full year results
Alongside current backer Synova
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Deal struck in 2019
Specialises in large estates
Pension boost from lockdown pain
Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.
Made 12 acquisitions in 2020