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Founders exit UK financial advice firm

But that has not dampened its acquisition ambitions ....

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Truinvest acquires NLP Financial Management and Birchwood Investment Management

Truinvest acquires NLP Financial Management and Birchwood Investment Management
Undisclosed fees
Truinvest Group, a financial planning group established in 2019, has acquired NLP Financial Management (NLP) and Birchwood Investment Management.
The purchase of the two firms has taken Truinvest to £1.1bn of assets under advice and management, which was set up in 2019 by former Mattioli Woods Mark Smith and Micky Johal. The acquisition, the.
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