Wealth adviser and pensions firm Westerby Group has acquired Bristol-based pension specialist Cabot Trustees Limited for an undisclosed sum.
Wealth adviser and pensions firm Westerby Group - which recently moved to an employee-ownership model - has acquired specialist pension provider and IFA firm Redswan.
The chairman and founder of wealth adviser and pensions firm Westerby Group, Les McLintic, has sold the business to employees via an Employment Ownership Trust (EOT).