Benchmark buys Northern Ireland advice firm
Benchmark Capital has completed a deal to buy Northern-Ireland-based Kennedy Independent Financial Advice (KFA).
Source: moneymarketing.co.uk
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Schroders subsidiary buys Northern Ireland-based IFA firm
Schroders Group subsidiary Benchmark Capital has completed the acquisition of Strabane-based Kennedy Independent Financial Advice
Source: portfolio-adviser.com
CII defends PFS move as advisers take action
The Chartered Insurance Institute (CII) has defended its position to appoint a majority of directors to the Personal Finance Society
Source: professionaladviser.com
Schroders' Benchmark Capital takes stake in Oculus Wealth Management
Benchmark Capital, the financial planning part of Schroders Group, has reached an agreement to take a 51% shareholding in Oculus Wealth Management.
Source: professionaladviser.com
Benchmark takes stake in Oculus Wealth Management
Benchmark Capital (Benchmark) has reached agreement to acquire a 51% shareholding in Harrogate-based Oculus Wealth Management. The deal is subject to FCA approval. The investment brings an additional £2bn of assets to the Benchmark group and adds a broader range of services.
Source: moneymarketing.co.uk