Cullen Wealth in MBO as it looks for acquisitions

Cheshire-based independent financial adviser Cullen Wealth has received a £4m loan to support a management buy-out and a hunt for acquisitions.

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MBO at Chartered Financial Planners Fiducia Wealth

Chartered Financial Planner firm Fiducia Wealth Management has been bought out by its management.

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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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