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...

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Isabel Baxter
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Isabel Baxter

Senior Reporter at Professional Adviser

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