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Announced

8 Aug 2023

Completed

8 Aug 2023

Finitor Wealth completed the acquisition of Orchard Financial Planning.

Synopsis

Finitor Wealth, a company that provides independent financial planning advice and other associated services, completed the acquisition of Orchard Financial Planning, an independent financial advice and service company. Financial terms were not disclosed.

Principals

target

Orchard Financial Planning

bidder

Finitor Wealth

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Market Context

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Seller Team (1)

royden davies

Managing Director at ORCHARD FINANCIAL PLANNING

Manager

target

Deal

n/a

Total Value

Bidder Team (4)

gemma gallagher

Director at DWF

Lawyer

bidder

Deals

n/a

Total Value

hope donnachie

Solicitor at DWF

Lawyer

bidder

Deals

n/a

Total Value

lester wilson

Partner at DWF

Lawyer

bidder

Deals

£ 10 M

Total Value

paul stokes

CEO at FINITOR WEALTH

Manager

bidder

Deals

n/a

Total Value

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