Quilter Private Client Advisers has confirmed two acquisitions that will add around £130m of assets under advice (AUA) to the national firm. The purchase prices were not disclosed.
One acquisition was Freedom Financial Planning, whose clients will now be serviced from the Quilter advice firm's Chester office. Freedom's managing director Andy Nevett will retire after the acquisition,...
Regular reminders and updates
9 December 2019 deadline
Joe McDonnell joins as head of portfolio solutions (EMEA)
Adviser of the Year - South East
Fidelity Multi Asset CIO's outlook