Brooks Macdonald set to acquire Integrity Wealth Solutions

Funds under management of £250m

Elliot Gulliver-Needham
clock • 2 min read
Andrew Shepherd, CEO of Brooks Macdonald

Andrew Shepherd, CEO of Brooks Macdonald

Brooks Macdonald is set to acquire financial adviser Integrity Wealth and its subsidiary Integrity Wealth Solutions, subject to regulatory approval.

Integrity Wealth, based in Nuneaton, is an independent financial adviser firm with funds under management of £250m and about 800 clients. The firm specialises in advising business owners, high net worth individuals and their families. The acquisition is planned to be paid in two tranches, with an element of the consideration linked to a three year growth target. The firm's manager director, Martin Lindsey, is set to continue to lead Integrity Wealth Solutions, while beginning a role at Brooks Macdonald as senior financial planning director and head of advice. Brooks Macdonald said ...

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