Financial Planning group makes new senior acquisitions hire
- Thursday, 20 June 2019
- Articles
National Financial Planning group Perspective has hired Kevin Homfray as acquisitions director.
Read more...Midlands Financial Planner acquires Coventry IFA
- Thursday, 26 April 2018
- Articles
Financial Planning firm Newell Palmer has completed the acquisition of Coventry-based IFA, HIA International (Financial Services).
Read more...Newell Palmer buys Coventry IFA and more deals planned
- Thursday, 21 December 2017
- Articles
West Midlands-based Newell Palmer has acquired David Heffernan’s advisory practice based in Coventry.
Read more...Financial Planner acquires fifth IFA firm this year
- Friday, 03 November 2017
- Articles
West Midlands-based Financial Planning firm Newell Palmer has made its fifth acquisition of 2017, buying the Wolverhampton-based Treble Investments LLP, and is planning further acquisitions.
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