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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your Business

Editor's view: When regulation fails to bite

Editor's view: When regulation fails to bite

The editor's Friday Night Takeaway from 13 December

Jen Frost
clock 13 December 2024 • 2 min read
PA360: Secure your place as adviser conference returns to London

PA360: Secure your place as adviser conference returns to London

Join us for practical insights on adapting to change and hear from Alastair Campbell

Professional Adviser
clock 12 December 2024 • 2 min read
What's in an advice firm's brand? Not a lot, it turns out

What's in an advice firm's brand? Not a lot, it turns out

'Businesses spend days, weeks, months even, agonising over their brand'

Justin Cash
clock 12 December 2024 • 4 min read