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

Financial Planning and wealth management firm Finitor Wealth has acquired Ascent Financial Consulting and Financial Management Bureau in a double acquisition.

Finitor, based in Tunbridge Wells, was founded in 2018 and, through its regional partner firms, provides independent financial planning advice and other associated services to customers in the UK market. Finitor provides financial planning services to individuals, families, and businesses, who need objective assistance in organising their financial affairs to achieve financial and lifestyle objectives.

Ascent Financial Consulting is a three person adviser firm based out of Leamington Spa that will bring in £190m of AUA

FMB is a second-generation family business with eight advisers in Kendal, Cumbria, with more than £250m AUA.

These two acquisitions bring AUA to over £1.1 billion, with the aim to continue expansion with the financial backing of Rockpool.

CEO, at Finitor Paul Stokes said, “Finitor Wealth are delighted to have raised investment with Rockpool and this investment has allowed us to grow through the exciting addition of two high quality firms, Ascent Financial Consulting and FMB. We look forward to working with the teams at FMB & Ascent as they continue on their respective journeys.”

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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