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Foresight Wealth buys Burnley-based IFA, adding £120m in assets

Published: April 30, 2024

Cheshire-based financial planning firm Foresight Wealth Group has completed its second acquisition in two years with the buyout of Burnley-based IFA Cassons Financial Planning.

Source: professionaladviser.com

Related Topics:

United KingdomSimon BoothForesight Wealth GroupForesight WealthWealth GroupCassons Financial PlanningSimon BoothSteven Greenwood

Financial planner grows assets and client numbers following latest acquisition

Published: April 25, 2024

Deal delivers more than £120m in assets and 700 clients to Foresight Wealth Group

Source: thebusinessdesk.com

Related Topics:

United KingdomSimon BoothSteven GreenwoodForesight Wealth GroupCassons Financial PlanningForesight WealthWealth StrategistsChartered Independent Financial PlanningSouth West