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Birmingham Post
Birmingham Post
Business
Andrew Arthur

South West wealth management firm adds to group with new deal

The wealth management arm of South West financial service group Cooper Associates has acquired Devon-based Pengilly Cox Financial Associates for an undisclosed sum.

Headquartered in Taunton, Somerset Cooper Associates operates throughout the region, and also offers mortgage advice and accounting services.

Founded in 2014, Barnstaple-based Pengilly Cox is a financial associate firm with a workforce which has 50 years of combined experience.

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