FORESIGHT WEALTH STRATEGISTS HAS ACQUIRED BURY-BASED IFA￼
Capital and Trust - March 30, 2022 - 0 minute read
Foresight Wealth Strategists, a North West Financial Planning company completes its first acquisition by purchasing Platinum Socially Responsible Investments, a Bury-based Independent Financial Adviser.
Founded in 2007, Platinum SRI specialises in socially responsible and ethical investments.
The deal will add an additional £35m in assets under management and a further 160 clients to its Foresights already reputable client portfolio.
Foresight Wealth Strategists, which was set up in 1998, is a Chartered Financial Planning practice based in Hale, Cheshire. It specialises in providing holistic Financial Planning advice in areas such as investment, retirement, protection and estate planning.
CEO of Foresight, Simon Booth, said: “We have worked with Platinum SRI over many years and admire their approach, particularly in regard to socially responsible and ethical investment choices for their clients. Their values closely match ours and it is, for this reason, it is a great acquisition.”
The sum is yet to be disclosed.
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