Home > Completed Assignments > M&A: Introduction/Acquisition of £350m AUM Wealth Planner To: National ‘Integrated Proposition’ (IFA/DFM) plc, now with over £20bn assets

M&A: Introduction/Acquisition of £350m AUM Wealth Planner To: National ‘Integrated Proposition’ (IFA/DFM) plc, now with over £20bn assets

M&A: Introduction/Acquisition of £350m AUM Wealth Planner To: National ‘Integrated Proposition’ (IFA/DFM) plc, now with over £20bn assets

We believe that bringing like minded people together is something that leads to better things happening - we also believe not just in being accountable for what we do, but being proud of it too; proud because we’ve helped the people we work with and for, to achieve even more.