First advisory firm purchase of 2024 for national financial planner
Added 1,000 to its books through two advisory deals
Latest deal sees acquisition of firm that has been in operation since 1995
Strategic move to bolster Wren Sterling's position in the wealth management sector
Two purchases in Northern Ireland and one in St Helens
Clients told to capitalise on abolition of lifetime allowance
Elston Consulting will provide research and analytics services
Active Wealth Management will join the national’s existing Glasgow office
Deal first announced in October adds £250m to national IFA’s books
National IFA buys Knutsford-based firm Morfitt & Turnbull