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

More than a third of advisers have not mentioned Consumer Duty to clients

More than a third of advisers have not mentioned Consumer Duty to clients

Only about a quarter of advisers have mentioned the regulation to clients

Sahar Nazir
clock 20 November 2024 • 2 min read
ISA reform 'under review' after absence in Budget and Mansion House

ISA reform 'under review' after absence in Budget and Mansion House

There are five different types of ISAs available on the market

Cristian Angeloni
clock 20 November 2024 • 3 min read
Half of industry rejects shift to four-day work week

Half of industry rejects shift to four-day work week

50% said a four-day work week would not work for them

Sahar Nazir
clock 20 November 2024 • 2 min read