Latest Breaking News On - Buchanan associates - Page 1 : vimarsana.com
Dallas County CIO to Lead IT Operations in Frisco, Texas
govtech.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from govtech.com Daily Mail and Mail on Sunday newspapers.
IWP closes 24th deal with Omnium Capital acquisition
investmentweek.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentweek.co.uk Daily Mail and Mail on Sunday newspapers.
Exclusive: IWP closes 24th deal with Omnium Capital acquisition
professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.
IWP s Welsh hub Maven Wealth Management hires head of financial planning
IWP acquired 22 firms in two years
Gareth Tregidon joins Maven from Stafford House Investments.
Tregidon, who joins from Stafford House Investments, has been working in the advice profession for 30 years.
He was branch chairman of the Institute of Financial Planning in South Wales from 2006 to 2011 before it merged with the Chartered Institute for Securities & Investment (CISI). He has also been an assessor and examiner for the latter since 2008.
Related articles
IWP has been on an acquisition march over the past few years, buying 22 firms in the last two. On 1 April the consolidator revealed it had acquired three IFAs: Aberdeenshire-based Buchanan & Associates, Moss and Roberts located in Norfolk, and Buckinghamshire-based Principal Financial Planning.
Acquisitions take the company’s assets under management to almost £4bn
Independent Wealth Planners (IWP) has acquired three independent financial planning firms for an undisclosed sum.
It has bought Aberdeenshire-based Buchanan & Associates, Moss and Roberts located in Norfolk, and Buckinghamshire-based Principal Financial Planning.
The deals boost IWP’s assets under management by around £400m ($551m, €470m), taking total assets administered under the IWP umbrella to almost £4bn, serviced by 80 financial advisers, with total group headcount now standing at 250 people.
The triple swoop takes the number of acquisitions to 22 since IWP’s formation just two years ago.
Details
Buchanan & Associates was established over 10 years ago with a team of eight. Andrew Buchanan will remain as director of the firm, continuing to lead the firm’s team of experienced paraplanners and administrators. Buchanan & Associates forms part of IWP’s Aberdeenshire office, continuing recent