Clients gain access to ‘comprehensive financial and retirement planning’
Acquires Blue House Financial Services and Lewins Investments
SIPP and SASS trust companies also acquired
Advice firm has snapped up County Durham-based Orchard Financial Management
More consolidation of consolidators predicted
Deals continue despite economic and regulatory headwinds
Platform Wealthtime and DFM Copia Capital become Quanta Group
Advice firm targets ‘another three to five’ deals this year
Acquires financial planning, employee benefits and DFM businesses