Tavistock buys 200 adviser protection firm for £7m
- Tuesday, 11 April 2023
- Articles
Financial Planning firm Tavistock Investments has acquired Precise Protect, an insurance and protection business based in Bangor, Northern Ireland, for £7m.
Read more...Benchmark buys second NI adviser firm
- Tuesday, 28 March 2023
- Articles
Schroders-owned adviser acquisition firm Benchmark Capital has acquired Chartered Financial Planners Kennedy Independent Financial Advice (KFA) in Derry to expand its presence in Northern Ireland.
Read more...Continuum expands into Northern Ireland
- Monday, 20 February 2023
- Articles
National IFA Continuum has expanded into Northern Ireland by recruiting Financial Planner Michael Kirkwood into the partnership.
Read more...Barra Gorman: Consistency key to client retention
- Wednesday, 31 August 2022
- Articles
Consistency in Financial Planning and advice helps maintain trust and ensure clients stay with your business, according to Chartered Financial Planner Barra Gorman.
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