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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 ....
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. ....
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. ....
Ex-Mattioli Woods COO says ‘detailed discussions’ are already underway over further acquisitions UK financial services group Truinvest has acquired NLP Financial Management and Birchwood Investment Management as part of its five-year growth strategy targeting annual revenues of £50m ($69.1m, €58m). The financial terms of the deals were not disclosed. Both firms will operate under their own brand name while being integrated from both an operational perspective and the investment proposition to clients. The combined businesses provide financial planning and investment management services from two offices in London and Hertfordshire. The addition of NLP Financial Management and Birchwood Investment Management to previous acquisitions, Group Rapport and Bromwich Financial Planning, means the company is already handling assets under advice and management of almost £1.1bn. ....