Leicester wealth management firm snaps up financial planner in £4m deal

Ian Mattioli
Leicester wealth management firm Mattioli Woods has bought Oldbury-based Broughtons Financial Planning in a deal worth £4m. Broughtons was founded in 2001 and provides wealth management advice and administration for 250 individual clients with over £120m of assets under advice. Based in Oldbury in the West Midlands, the business specialises in the provision of financial planning advice. Broughtons' management team will be retained by Mattioli Woods following the acquisition. In the year ended 31 July 2017, Broughtons generated... For the full story register now for free or login below...