Fast-growing Clifton Wealth Partnership has acquired two independent Financial Planning firms based in South Wales, Banyard Independent Advice Services and Wilcox Financial Planning.
Clifton Wealth Partnership has acquired Suffolk-based Financial Planning firm Morgan Law Financial Services, adding £138m in assets under management.
Clifton Wealth Partnership has acquired Hertfordshire-based Financial Planning firm Dukes IFA for an undisclosed sum.
Clifton Wealth Partnership has acquired Essex-based Financial Planning firm Cutting & Carter for an undisclosed sum.
Fast-growing Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired two Scottish Financial Planning firms, for undisclosed amounts.
Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired two more Financial Planning firms for undisclosed amounts.
Fast-growing Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired seven Financial Planning firms in England and Wales for undisclosed amounts.
