Punter Southall Aspire has acquired Dorset-based adviser firm Coleman Financial Services, expanding its client portfolio in the south of England.
The acquisition will add £275m of assets under advice (AUA) to Punter Southall Aspire, as well as a team of 24 staff based at offices in Poole, Exeter and Southampton. Coleman Financial Services offers...
Unconstrained multi-asset fund managed by Talib Sheikh
Who made the cut?
Transferring out of DB scheme