MKC Wealth acquires 2 firms and £90m in AUA
- Tuesday, 12 December 2023
- Articles
Expanding wealth manager and Financial Planner MKC Wealth has added £90m to its assets under advice by acquiring Buxton-based Crescent Independent and the client base of Bury-based IFA Christine Brearley.
Read more...Bury Chartered Financial Planner launches DFM arm
- Tuesday, 20 June 2023
- Articles
Bury-based Chartered Financial Planner Rosebridge has launched a discretionary fund management arm in collaboration with platform and investment provider Vanguard and investment and pensions consultancy business Redington.
Read more...North West Planner makes first acquisition
- Wednesday, 30 March 2022
- Articles
North West Financial Planning firm Foresight Wealth Strategists has made its first acquisition with the purchase of Bury-based Independent Financial Adviser Platinum Socially Responsible Investments for an undisclosed sum.
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