acquisitions

‘Putting the client first in everything we do’

Deal will see it merged into Titan Wealth International

Wealth firm hails ‘a significant milestone’

Allen Tomas & Co currently advises more than 260 clients

Owner Andrew Swallow to retire

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