Milecross Financial acquires Surrey practice adding £40m in assets

National advice firm’s second acquisition this year

Isabel Baxter
clock • 1 min read

National advice firm Milecross Financial has acquired Surrey advice firm The Centre Court Partnership.

The Centre Court Partnership offers advice across wealth, mortgage, and protection. Operating from offices in Ewell and led by David and Alison Harvey, a team of eight – including five advisers in Surrey, Kent, and Sussex – will join Milecross Financial. The deal adds approximately 2,000 clients and about £40m assets to the national advice firm.   Milecross Financial chief commercial officer Chris Thorndycraft said: "This deal is a tremendous fit in terms of the advice areas covered, the firm's client-centric culture, our longstanding relationship and shared values and goals. "It's...

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 Companies

Aegon continues platform growth trajectory as AUA hits £115bn

Aegon continues platform growth trajectory as AUA hits £115bn

Provider ‘gaining traction’ on targeting the top 500 advice firms

Isabel Baxter
clock 20 February 2025 • 2 min read
FSCS' Independently East investigation nears completion

FSCS' Independently East investigation nears completion

Advice firm entered liquidation in 2023

Isabel Baxter
clock 19 February 2025 • 1 min read
FOS upholds complaint against Quilter AR over unsuitable ISA advice

FOS upholds complaint against Quilter AR over unsuitable ISA advice

Promised client that investments would repay mortgage by 2025

Isabel Baxter
clock 18 February 2025 • 3 min read