David Aaron Partnership and Bates Investment Services will now advise money portal clients
The Money Portal aims to use its two most recent intermediary acquisitions to convert its existing book of discount broker clients into advisory business. Last week, it made 100% purchases of the David Aaron Partnership (DAP) and Bates Investment Services (BIS). These organisations will now look to provide advice to the 350,000 direct offer clients on Money Portal's books. These came to Money Portal earlier this year when it purchased discount brokers HCF, Willis Owen and the Isa and With Profits Bond shop. David Aaron and Graham Bates both join the board of The Money Portal and have be...
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