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Kingswood Holdings has exchanged and completed on the acquisition of Smith Pearman and Associates - an independent financial advice company based in Hampshire. Smith Pearman and Associates has around 240 clients with £70m assets under administration servicing the Surrey and Hampshire region. It offers tailored ....
KIngswood s annual operating profit jumped by £5.5million to £6.3million, its latest annual results have revealed, while revenues also increased sharply. ....
Customers need to understand what they are getting, and the difference between independent and restricted advice. And, ultimately, customer outcomes must remain at the centre of any tie-ups. ....
Good morning and welcome to your Morning Briefing for Thursday 12 May, 2022. To get this in your inbox every morning click here. Another Kingswood acquisition Kingswood has exchanged on the acquisition of Vincent & Co Ltd - a privately owned independent financial adviser firm based near Market Rasen in ....