Vintage Wealth Management takes over FMIFA

Vintage Wealth Management has completed the acquisition of Buckinghamshire-based Financial Management Independent Financial Advice (FMIFA)

FMIFA brings £400mn ($536.7m) of assets nether proposal to the buyer. After the deal, the merged cognition is reported to oversee £2.14bn of lawsuit assets.

Söderberg & Partners, the Swedish wealthiness manager, took a number holding successful Vintage Wealth Management successful January 2024.

Vintage’s activities span wealthiness management, plus management, worker benefits and backstage aesculapian security broking.

FMIFA was acceptable up by Philip Harper and has been trading for much than 30 years.

It provides status planning, wealthiness management, protection, firm benefits and equity merchandise advice.

Both firms said the combined radical volition put further successful technology, including updated IT systems and artificial intelligence, with the purpose of improving lawsuit work and operational processes.

Vintage CEO John Morton said: “[FMIFA] is simply a concern that shares our civilization of a precocious level of lawsuit attraction and builds trusted relationships for the long-term, making it an fantabulous acceptable for us.

“FMIFA has a estimation arsenic a highly respected section proposal steadfast and we look guardant to moving intimately with Philip and the team.

“With the enactment of Söderberg & Partners, we’re capable to proceed investing successful however we operate, from smarter interior systems to a dynamic lawsuit experience. That’s wherever the existent magic happens.”

FMIFA managing spouse Harper said: “It has been a agelong travel to find the close institution to spouse with.

“After 18 months talking with Vintage Wealth, knowing however they enactment and wherever they are going, we are present precise excited for the aboriginal and assured we person made the close decision, for clients, unit and ourselves.”

"Vintage Wealth Management takes implicit FMIFA " was primitively created and published by Private Banker International, a GlobalData owned brand.

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