For best results when printing this announcement, please click on link below:
https://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20241202:nRSB3918Oa&default-theme=true
RNS Number : 3918O Brooks Macdonald Group PLC 02 December 2024
Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning
London, 2 December 2024
Further to the announcement on 17 September 2024, Brooks Macdonald Group today
announces that it has completed the acquisition of Lucas Fettes Financial
Planning, a Norwich-based financial planning provider.
Lucas Fettes will be integrated into Brooks Macdonald's Direct Wealth
business. The acquisition will enhance the Group's financial planning
capability and enhance its presence in East Anglia.
Andrea Montague, Chief Executive Officer of Brooks Macdonald, commented:
"I'm excited to formally welcome our new colleagues into the Group expanding
our expertise in financial planning to serve more clients across the UK."
Mark Brown, Managing Director of Lucas Fettes, commented:
"We are delighted to have joined Brooks Macdonald and look forward to
supporting future growth as part of their developing high-quality financial
planning division."
Further information can be found here
(https://www.brooksmacdonald.com/individuals/resources/news/brooks-macdonald-acquire-lucas-fettes-financial-planning)
.
-ENDS-
Enquiries to:
Misha Bayliss, Teneo
+44 20 7427 5465
Oscar Burnett, Teneo
+44 20 7427 5435
About Brooks Macdonald
Brooks Macdonald is one of the UK's leading wealth management firms,
recognised for investment performance and client service. The company offers
leading multi asset investment services to intermediaries and high-quality
financial planning advice to private clients, benefitting from a strong local
presence across the UK.
Brooks Macdonald Group plc was founded in 1991, began trading on AIM in 2005,
and had discretionary FUM of £17.9 billion as of 30 September 2024.
This information is provided by Reach, the non-regulatory press release distribution service of RNS, part of the London Stock Exchange. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact
rns@lseg.com (mailto:rns@lseg.com)
or visit
www.rns.com (http://www.rns.com/)
.
RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our
Privacy Policy (https://www.lseg.com/privacy-and-cookie-policy)
. END NRAKZMGZRZFGDZG