Cardiff-based UNIQ Family Wealth has acquired Isaac Rees Wealth Management as part of the financial planning firm's growth strategy.
UNIQ acquired Brecon-based Isaac Rees - its second acquisition in 15 months - in April, under a share purchase deal with assets of £28m. The purchase of Morgan Stone Independent in February 2017, brought...
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