CHARTWELL Group Limited, the IFA and broker firm, has acquired Broadoak Group Limited, the Bristol-based IFA.
The acquisition brings Chartwell’s total number of staff to 100, advisory clients to 7,500 and direct and fund clients to 37,000. The Bath-based firm now has a combined annual turnover in excess of £10m....
Feasibility study due
'Let’s be bold enough to demand change'
Joint life second death option added to relieve tax burden on couples gifting assets
Backed by Schroders, LGIM and the IA
New system for funds without without three-year track record