SJP partner firm merges with two financial planning companies
Expansion is ‘testament to the growing demand’ for advice
Expansion is ‘testament to the growing demand’ for advice
Richard Philbin to lead new Investment Solutions division
TFIF board was criticised for not giving shareholders a say on the transaction
Asset manager also unveils acquisition of Irish real estate firm
Three private equity firms are also reportedly circling the platform
OCF set to rise for most customers
Deal brings group AUM to £800m
It will retain its brand and continue to operate as a separately regulated advice firm
£2.8m deal is ‘the next step in our plan to establish an active equity platform’
Three times what its controlling shareholder paid for it in 2015
It acquired Tavistock’s £1bn multi-asset arm in June 2021
As financial planning firm’s revenue hits £100m