Wealth manager Kingswood Holdings has made two acquisitions – of Buckinghamshire-based financial planning firm EBS and Lincolnshire-based JCH Investment Management.
EBS offers financial planning services including retirement planning, savings and investment advice, protection, and inheritance tax planning.
With three lead advisers and seven colleagues in total, EBS has over £135 million assets under advisement (AUA). In the year ending March 2022, EBS generated revenues o...
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