Quilter acquires Freedom Financial Planning
Dyer Baade & Company advised Reading based Freedom Financial Planning on its sale to Quilter Private Client Advisers (Quilter PCA), part of financial services firm Quilter.
Transaction Overview
Deal Type: Acquisition
Industry/Sector: IFA/Wealth Management
Size: Not disclosed
Year: 2019
Mandate: Lead Buy-side adviser
Lead Partner:
Stuart Dyer
Mobile: +44 7881 220426
Email: stuart.dyer@dyerbaade.com
Read Bio >
Quilter is a leading provider of advice, investments and wealth management both in the UK and internationally, managing £110.4 billion of investments on behalf of over 900,000 customers.
Dyer Baade & Company specialise in transactions in the IFA/wealth management space. Read more about our expertise here.
About Dyer Baade & Company
Dyer Baade & Company is an independent corporate finance boutique. We are M&A specialists in financial services and other complex sectors advising entrepreneurs & business owners, private equity & financial investors as well as trade buyers & strategic investors. For more information go to dyerbaade.com.