Clifton Asset Management
Advice company makes first acquisition of 2023
Firm wants to get to £5bn AuM by 2027
Investment firm partners with Charles Stanley to set up DFM service
In a bid to attract more advice companies to its parent group
Advice firm hits £1bn AuM mark with Welsh IFA deal
It is the company’s third acquisition in three months
Financial advice firm makes second acquisition of 2022
Deal adds £130m in assets under management
Advice firm makes first acquisition since fundraise
Company hopes to reach £5bn in AuM within five years