Ascot Lloyd has acquired Newell Palmer, one of the largest advice firms in the west Midlands, for an undisclosed fee in a deal that sees the former add £1.3bn in funds under influence
The acquisition is expected to add more than £12m in revenues to the Ascot Lloyd Group, and will take client funds to more than £7bn within the firm, which will now have more than 100 independent advisers....
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From 6 April 2019