Aim-listed IFA acquires 5% stake in Tavistock
Deal sees Lighthouse become the third largest shareholder in Tavistock
Deal sees Lighthouse become the third largest shareholder in Tavistock
Firm’s CEO says clients could possibly set up accounts for free
Sanlam UK has appointed Charlie Parker as head of portfolio management.
Sanlam UK has taken over Tavistock Financial’s network of 158 advisers adding £1.5bn to its total assets under advice, it announced on Thursday.
AIM-listed Tavistock Investments has acquired Cornwall-based Duchy Independent Financial Advisers as part of a new regional operation in the South West.
Tavistock Investments had cut its losses for the six months to the end of June to £172,000 versus £270,000 for the same period in 2013.