Announced
Completed
Synopsis
TA Associates-backed Fairstone, a national wealth management house, completed the acquisition of Cube Financial Planning, an independent financial planning firm in the United Kingdom. Financial terms are not disclosed. “Continuing to deliver a first-class service to our clients, while coping with the challenges of ever-increasing regulatory change, is a key priority for us, so joining forces with one of the largest chartered financial planning firms in the UK makes very good sense," Mike Godfrey, Cube Financial Planning Principal.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy
© COPYRIGHT 2024 MERGERLINKS LIMITED.
ALL RIGHTS RESERVED.
15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.