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New Deal


Announced

Completed

Tilney acquired Index Wealth Management.

Synopsis

Tilney, the UK-wide investment and financial planning group, acquired Index Wealth Management, an award-winning wealth management firm based in Sutton Coldfield. Financial terms were not disclosed. Chris Woodhouse, CEO of Tilney, commented: “Index is a great business which has earned a reputation for exceptional client service and is a really strong cultural fit with us. We have been expanding our presence in the Midlands in recent years and this acquisition will further cement Tilney’s position as the leading wealth management firm in the region. We will continue to explore acquisition opportunities right across the UK with high quality businesses who can see the benefits that our scale can bring in terms of infrastructure and support, enabling them to focus on delivering a very personalised and professional service to their clients.”

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