MBO 'to spur ambitious growth' at Chartered Financial Planner

A Chartered Financial Planning firm is on the verge of completing a two-year management buyout, which it says will “accelerate a period of ambitious growth” that aims to double the size of the business.

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Kingswood raises £80m to fund acquisition strategy

Wealth manager Kingswood has revealed it has raised up to £80m to fund acquisitions.

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Fairstone hails acquisitions and 'significant' client growth

Chartered Financial Planning firm Fairstone has seen its client base rise to 59,000 – a 5% increase over the past six months – with three firms joining its Downstream Buy Out (DBO) programme and a further four being fully acquired by the business.

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Firm makes senior Financial Planning hire

Punter Southall Aspire has expanded its team of Financial Planners with the appointment of Richard Cole, as director of Financial Planning in its Bedford office.

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