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Founders exit UK financial advice firm

But that has not dampened its acquisition ambitions

United kingdomNick matthewsLee pittalAdam kattenMicky johalSean pattersonTruinvest mark smithPeter simmsMark smithJeremy martellInternational adviserTruinvest groupStonewood capital partnersCapital partner

UK advice firm partners with life and health product provider

UK advice firm partners with life and health product provider
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United kingdomTyrone hodgsonMark smithMicky johalAdvisory servicesVitality lifeBirchwood investment managementStonewood wealth management

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. Sign In To read this story please register PA is dedicated to championing professional advisers. It helps you build your business, service clients and generate sustainable income. PA offers: MULTI-ASSET: discover the latest trends in multi-asset FUTURE OF ADVICE: helping you shape your strategy with the latest expert opinion and case studies

United kingdomCity ofPeter simmsLee pittalMicky johalMattioli wood mark smithYour professionஒன்றுபட்டது கிஂக்டம்நகரம் ஆஃப்பீட்டர் சிம்ஸ்மிக்கி ஜோஹல்மததீொளி மரம் குறி ஸ்மித்உங்கள் ப்ரொஃபெஶந்

The Morning Briefing: RL pension sales drop 20%; Truinvest continues acquisition spree

5 th March 2021 9:30 am Good morning and welcome to your Morning Briefing for Friday 5 March, 2021. To get this in your inbox every morning click here. RL pension sales down 20% due to lockdowns It is a tough time in the world of pensions and advisers based on results out from mutual Royal London today. Life and pension sales at the mutual dropped 20 per cent last year due to lockdowns as advisers were forced to change their business models. Overall new life and pensions business dropped to £8.5bn as at 31 December 2020 from £10.6bn as at 31 December 2019. Broken down individual pensions new business sales decreased by 25 per cent to £4.7bn from £6.3bn in 2019.

United kingdomCity ofStone woodOxford astrazenecaMark smithJames hayHaldane bloombergMoira warnerSoondra appavooMicky johalName business panel ledMorning briefingRoyal londonBirchwood investment managementMattioli woodsStonewood wealth management

Truinvest continues acquisition spree with two new firms

Truinvest continues acquisition spree with two new firms By Sonia Rach 5 th March 2021 8:22 am Truinvest is continuing its acquisition spree with the purchase of NLP Financial Management and Birchwood Investment Management, taking the total number to four. The firm, which launched in 2019 and identifies itself as a “market disrupter”, was co-founded by former Mattioli Woods chief operating officer Mark Smith and M&A director Micky Johal. It is currently backed by family office Stonewood Wealth Management, which has injected an undisclosed amount of funding. Last year, the firm acquired Group Rapport in March and Bromwich Financial Planning in May. Truinvest said the latest additions to its portfolio, combined with its previous acquisitions, will take its assets under advice and management to almost £1.1bn.

United kingdomCity ofStone woodMark smithMicky johalBirchwood investment managementMattioli woodsStonewood wealth managementGroup rapportBromwich financial planningMoney marketingWealth wizardsஒன்றுபட்டது கிஂக்டம்நகரம் ஆஃப்ஸ்டோந் மரம்குறி ஸ்மித்

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