acquisitions

Advisory practices in Bristol and Yorkshire join CWP

Purchased confirmed after reportedly coming out on top in a bidding war race

Part of provider’s plan to simplify business

Deal subject to regulatory approval

Increases assets under administration and management to more than £2bn

National advice group adds £264m in assets under advice as consolidation continues

Isham Financial Centre is headed up by David Sawiak

Deal adds £700m in assets and over 6,000 clients as firm continues acquisition streak

Clients gain access to ‘comprehensive financial and retirement planning’

Acquires Blue House Financial Services and Lewins Investments