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...
‘Most significant’ upgrade since launch
Changes happening over coming months
Had accepted British Steel business
Aimed at HNW clients and family groups
Set for 1 April 2019