IFA Newell Palmer has bought Northampton-based Lane Wealth Management, its largest acquisition to date, as part of growth plans to grow funds under management (FUM) in excess of £2bn.
The acquisition has added £100m FUM, bringing Newell Palmer's total FUM to £1.35bn. It has also brought in 150 active clients, who will be serviced by Newell Palmer's Bromsgrove office. The move comes...
Alzheimer’s is the most common cause of dementia
Total of 72 accredited firms
23% fall since Q1
Achievements, charity work and other happy snippets
Including advice firm Chadkirk WM