CLIFTON KICKS OFF ITS ACQUISITION TRAIL – JULY 19
We’ve just announced to the financial adviser press that Clifton Asset Management plc has acquired Plan For Life Wealth Management, the first in a series of targeted acquisitions to create a regional network of small financial advisory businesses focusing on great customer service and providing value for money to clients.
The story was picked up widely on the day in the likes of FT Adviser, Professional Adviser, Money Marketing and New Model Adviser. Since the initial flurry of news pieces, Clifton’s Anthony Carty has been interviewed by Professional Adviser regarding the company’s future plans to acquire more small advisory firms.
In the press announcement, Clifton’s Group Financial Planning Director Anthony Carty said: “Plan For Life is a great business which has been running since 2011 in a region not known as a ‘hub’ for financial services. We aim to build on the excellent work that Plan For Life has delivered thus far, with a package of services to enhance the customer journey still further. These services include our own low-cost investment platform, in house DFM model portfolios and highly-interactive client portal.
We have spent years developing our capability, both with resources and technically. We believe we have a model which will appeal to advisers who simply want to concentrate on providing the best outcomes for their clients.”
In addition to future acquisitions, Clifton are also launching a number of further propositions to the market, which will be reported shortly in the professional adviser media. It’s very much a case of watch this space…Back