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Towry Finance is planning to acquire Ashcourt Rowan, the London-based wealth management firm, for £97m.
Towry is to acquire the assets of Baker Tilly's private client financial advice and investment management business for undisclosed terms, including the London-based Link2wealth service.
Towry has acquired Bluefin Personal Consulting, the financial planning firm with 89 staff, for undisclosed terms.
Towry is relocating its Leeds-based wealth advice business to an 11,000 sq ft office in Toronto Square.