Lee Hartley

Number of ‘cold’ enquiries received from online research increases

Deal adds £450m in FUM and 2,000 clients 

Devon-based firm expands consolidator's national footprint

Complete Financial Planning used the consolidator’s DBO acquisition model

Fairstone client survey asks about the importance of being Chartered

Downstream buy-out programme

Fourth purchase in 2022

Joins from law firm Ward Hadaway

Devon-based advice firm

East2west Financial Services and Brantwood FP