succession planning

Three firms in Huddersfield, Cardiff and Whitstable snapped up

Deal with £1.25bn comes after last year’s acquisition of Tarvos Wealth

Deal first announced in October adds £250m to national IFA’s books

HFMC to welcome new clients with average portfolio size of £1.2m

Advice firm Telford Mann Pensions & Investments bought by consolidator

The acquisition of Hunter & Co is the national’s 12th deal this year

National IFA buys Knutsford-based firm Morfitt & Turnbull

Explore all the options when picking an exit strategy

‘Actually start thinking and documenting your thoughts’

Underserved younger demographic