Brooks Macdonald acquires Warwickshire-based IFA

Paid in two tranches

Ayesha Venkataraman
clock • 2 min read

Brooks Macdonald has acquired Integrity Wealth (Holdings) Limited together with its subsidiary, Integrity Wealth Solutions Limited, for an undisclosed amount.

The acquisition, subject to regulatory approval, will be funded through existing financial resources and paid in two tranches, according to discretionary fund manager Brooks Macdonald, with a part of it linked to a three-year growth target. The acquisition will add scale, capability and management expertise to the private clients of Brooks Macdonald, it said. Nuneaton-based IFA firm, Integrity Wealth Solutions has £250m funds under management and around 800 clients, specialising in advising business owners, high net worth individuals and their families across the country, particularly...

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