7IM has acquired Solihull-based financial planning firm, Eastcote Wealth Management.
Eastcote is a financial planning firm which has 12 financial planners, £430m of assets, and 735 clients. As part of the deal, the firm will continue to maintain its brand and independent investment proposition. Eastcote will also retain its existing management team led by John Ruddick, David Fleet, Jonathan Hearn, and Robert Kenyon. The firm's founder Trevor Law will also continue in his position as a consultant. 7IM chief executive Dean Proctor said: "Trevor, John and the team have built an exceptional business, one which shares the same forward-thinking and client-centric cult...
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