Tavistock Investments is set to acquire the entire issued share capital of Morgan Financial Group, an independent financial advisory group with offices in Bath and Cheltenham.
Tavistock agreed to acquire Morgans for a total of £3.7 million, from Corimar Asset Management Fund - £3.1 million of this will be paid upon completion and £0.6 million will be paid twelve months after completion.
Morgan has two wholly owned subsidiaries, Morgan Financial Group and Morgans Limi...
Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.
You are currently not logged in,
login to view the full article
start by clicking this button.
Need a subscription,
fill out the form here or
contact subs@thewealthnet.com
PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.
Read more about PAM
