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Capital and Trust - May 23, 2022 - 0 minute read

Brooks Macdonald, a DFM founded in 1991, has announced the acquisition of Integrity Wealth (Holdings) Limited subject to regulatory approval. Launching in 2013 and based in Nuneaton, Integrity Wealth Solutions is a rapidly growing independent financial adviser company with funds under management of c£250m and approximately 800 clients within the Warwickshire, West Midlands and Leicestershire area.

The acquisition will be funded through existing financial resources and paid in two tranches, according to discretionary fund manager Brooks Macdonald, with a part of it linked to a three-year growth target.

Martin Lindsey managing director at Integrity will continue to lead his team while taking a role at Brooks as senior financial planning director and head of advice.

Andrew Shepherd, CEO at Brooks Macdonald said: “Martin Lindsey and his team have been valued introducers to our UK investment management business since they launched in 2013. 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.”

If you’d like a confidential, obligation-free discussion about selling or acquiring a Wealth Management / Asset Management business, please click here, alternatively contact us on 0207-043-4300 or email us.

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