Sanlam UK has bought Grennan Advisers in a deal that sees it acquire the East Yorkshire-based financial planning business's book of clients and £60m of assets under management (AUM).
Grennan Advisers was launched in 2013 by Stuart Grennan and Helen Chapman. It specialises in providing holistic financial planning services for high net worth individuals and business executives. Grennan...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created