Bristol-based Integrity365 acquires two Scottish IFAs

The firm acquires MacDonald Partnership and Hart Wealth

Isabel Baxter
clock • 1 min read

IFA firm Integrity 365 has acquired two Scottish IFAs.

Integrity 365 has acquired MacDonald Partnership and the financial advisory arm of Hartinsure, Hart Wealth. Arbroath and Inverness based MacDonald Partnership was established in 1978 by Ian MacDonald and is now run by his son Ross MacDonald. Post acquisition, MacDonald Partnership will retain its own brand. Meanwhile, Helensburgh based Hart Wealth was formerly part of insurance broker Hartinsure, established in 1965 by Eddie Hart and was recently acquired by Partners&. The IFA has a client base concentrated within Glasgow and the West of Scotland. Following the acquisition, H...

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 profession

Investors caution Reeves' ISA reforms 'would need to strike a careful balance' to solve UK investment crisis

Investors caution Reeves' ISA reforms 'would need to strike a careful balance' to solve UK investment crisis

‘A significant shift’ but not unprecedented

Sorin Dojan
clock 21 February 2025 • 2 min read
Advisers urged to encourage philanthropy as UK's wealthiest donate £8bn

Advisers urged to encourage philanthropy as UK's wealthiest donate £8bn

CAF report highlights untapped philanthropic potential among high-net-worth clients

Sahar Nazir
clock 21 February 2025 • 2 min read
Feel Good Friday: MKC Invest 'do things differently' with GAIN partnership

Feel Good Friday: MKC Invest 'do things differently' with GAIN partnership

The DFM partnered with GAIN last year

Professional Adviser
clock 21 February 2025 • 1 min read