FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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£208m acquisition finalised
Two senior staff to transfer over
FUM boosted by £50m
Expected to complete next month
Creates firm with £22bn FUM
Follows three M&A deals in one morning
New business named Ascot Lloyd Bellpenny
For £1.9m combined maximum price
14 August completion date
Brings total AUA to £21bn