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Birmingham Post
Birmingham Post
Business
Andrew Arthur

South West financial services firm Morgans acquired in £3.7m deal

South West Bath Cheltenham Tavistock

A South West financial services firm has been acquired by AIM-listed group Tavistock Investments in a deal worth £3.7m.

Independent adviser Morgan Financial Group (Morgans) has offices in Bath and Cheltenham, and covers areas such as pre- and post-retirement planning, savings and investments, and inheritance and estate planning.

The group employs 10 financial advisers and has more than 1,500 private and corporate clients with an estimated £500m of assets under advice.

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