If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
Acquisition of Integrity Wealth Solutions Limited
Brooks Macdonald Group plc (“the Group”, “Brooks Macdonald”) today announces, subject to regulatory approval, the acquisition of Integrity Wealth (Holdings) Limited together with its subsidiary, Integrity Wealth Solutions Limited, a successful and rapidly growing Independent Financial Adviser (“IFA”) firm with funds under management of c£250m and c800 clients. The acquisition will be funded through existing financial resources and will be paid in two tranches, with an element of the consideration linked to a three year growth target.
Based in Nuneaton, Integrity Wealth Solutions is a firm of forward thinking independent financial consultants who specialise in advising business owners, high net worth individuals and their families across the country, with the heartland in the Warwickshire, West Midlands and Leicestershire area. Integrity Wealth Solutions will bring scale, capability and management expertise to Brooks Macdonald’s Private Clients business, as well as giving deeper insight into the products and services a high-quality, growing IFA firm values from a discretionary fund manager.
Managing Director Martin Lindsey will continue to lead the team at Integrity Wealth Solutions alongside taking up a broader role in Brooks Macdonald as Senior Financial Planning Director and Head of Advice. Integrity Wealth Solutions’ clients will see no change to their products and services and, over time, will see benefits from becoming clients of a larger wealth management firm.
An integral part of our proposition is to offer successful IFA partners like Integrity Wealth Solutions an opportunity to become part of a larger wealth management firm, adding both scale and capability, when the time is right for them. A shared culture and a focus on delivering a quality service provide a solid foundation from which to take advantage of exciting growth opportunities. I very much look forward to welcoming everyone at Integrity Wealth Solutions to Brooks Macdonald, enabling us to go from strength to strength together.
Enquiries to:
Brad Ryan
[email protected]
Direct: 020 7659 5837 Mobile: 07563 764 953
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If you have any questions or would like to get in touch, submit a call back request and our team will reach out.
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Get in touch
or call us on: 020 7499 6424
or email us at: [email protected]