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Capital and Trust - May 12, 2022 - 0 minute read

Kingswood, wealth and investment management group has acquired Vincent & Co, a privately owned independent financial adviser based in Lincolnshire for a total cash consideration of £421,000. Kingswood will pay £211,000 upon completion of the transaction and the balance will be paid on a deferred basis.

Vincent & Co an independent financial adviser based near Market Rasen in Lincolnshire provides financial advice to over 130 clients, with £25m in Assets Under Advice, ran by Mark Vincent.

CEO of Kingswood, David Lawrence said: “I’m delighted to announce the acquisition of Vincent & Co, our fifth acquisition this year. Vincent & Co have been established for over 20 years and have built deep relationships with their clients and an ethos which matches ours at Kingswood. This is a great opportunity to make an acquisition that consolidates our presence in Lincolnshire.”

Kingswood is back by Pollen Street Capital which has so far provided equity of £77.4 million to support acquisitions.

The previous four acquisitions:

Allots Financial Services for £2.5m
Joseph R Lamb Independent Financial Advisers for £15.3m
Aim Independent for £3.6m
DJ Cooke Financial Planning for £1.5m

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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