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The Penny Group acquires HNW-focused Bright Blue Wealth

Chartered financial planning firm The Penny Group (TPG) has completed the acquisition of Surrey-based Bright Blue Wealth (BBW). ....

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Surrey financial planning firms merge and look to avoid minimum portfolio sizes

Newly launched wealth management firm Unique Wealth will target aspirational clients whose asset levels might see them overlooked by competitors. ....

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UK financial planner merges with wealth manager

Deal increases assets under influence to around £700m
Unique Financial Planning has launched a wealth management division in a bid to attract more high-net worth clients and widen the scope of its offering.
This follows the merger of Unique and part of Bright Blue Wealth (BBW), a Surrey-based wealth manager founded in 1999. Both businesses are part of Openwork.
As part of the deal, BBW founder and owner Rhiannon Vallis and three advisers have merged with Unique to create Unique Wealth, based in an office in Weybridge, Surrey.
Vallis’ team will focus on HNW individuals looking for generational planning services and to preserve wealth. ....

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