Wealth manager swoops for Warwickshire IFA firm
Wealth manager Brooks Macdonald Group has bought Nuneaton-based Integrity Wealth Holdings and its IFA subsidiary Integrity Wealth Solutions for an undisclosed sum.
Integrity Wealth Solutions has funds under management of around £250m and around 800 clients.
The firm specialises in advising business owners, high net worth individuals and their families across the country, with the heartland in the Warwickshire, West Midlands and Leicestershire area.
Managing director Martin Lindsey will continue to lead the team at Integrity Wealth Solutions alongside taking up a broader role in Brooks Macdonald as senior financial planning director and head of advice.
Integrity Wealth Solutions’ clients will see no change to their products and services.
Lindsey said: “We have been successful in growing Integrity Wealth Solutions at pace, providing high-quality financial advice to our clients. Having found success as an independent firm, we are excited at the opportunity to benefit from the support and infrastructure of a larger company, one that matches our unwavering commitment to delivering value for our clients, and one where we believe we can continue to build our capabilities for the future. I am delighted that we have found such a firm in Brooks Macdonald, and we are very pleased to be joining the group.”
Andrew Shepherd, CEO of Brooks Macdonald, said: “Martin Lindsey and his team at Integrity Wealth Solutions have been valued introducers to our UK Investment Management business since they launched in 2013. It is particularly pleasing that we have been at their side from their inception and have seen them become the success they are today, ready to accelerate that progress with Brooks Macdonald.
“An integral part of our proposition is to offer successful IFA partners like Integrity Wealth Solutions an opportunity to become part of a larger wealth management firm, adding both scale and capability, when the time is right for them. A shared culture and a focus on delivering a quality service provide a solid foundation from which to take advantage of exciting growth opportunities. I very much look forward to welcoming everyone at Integrity Wealth Solutions to Brooks Macdonald, enabling us to go from strength to strength together.”
