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.
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