thewealthnet

South West wealth manager makes acquisition

News Team, 31/10/2022

South West-based Cooper Associates Wealth Management has acquired Barnstaple-based Pengilly Cox Financial Associates.

Founded in 2014, Pengilly Cox is a financial associate firm with 50 years of combined experience.

Following the acquisition, it will become part of Cooper Associates Wealth Management.

Both firms are appointed representatives of St James’s Place.

Cooper Associates Group operates throughout the South West of England, making Pengilly Co...


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