Bringing you live news and features since 2006 

Punter Southall Aspire acquires JDP Financial Services

RELATED TOPICS​

Punter Southall Aspire, an investment, savings and workplace pensions company, has acquired JDP Financial Services Ltd, an established firm of independent Chartered Financial Planners based in Bedford who provide tailored financial advice for individuals, families and retirees.

The acquisition will further grow Punter Southall Aspire’s personal financial planning arm.
 
Punter Southall Aspire offers a fully integrated financial advice service and investment administration platform for both employers and individuals with access to a SIPP, master trust, ISA and general investment account, as well as wealth management solutions.
 
This deal will also expand Punter Southall Aspire’s financial planning team by adding three highly experienced Chartered Financial Planners.
 
This is the second IFA firm Punter Southall Aspire has acquired this year. It acquired Oxford IFA Focus Oxford in June and the company plans to acquire other firms in the future as part of its strategy to become a national personal financial planning business.
 
JDP Financial Services brings GBP220 million Assets Under Advice to Punter Southall Aspire, taking the total number of Assets Under Advice at the firm to GBP4 billion.
  
Steve Butler, CEO, Punter Southall Aspire, says: “We are delighted to have completed the acquisition of JDP Financial Services. It is a high quality chartered financial planning business, with excellent advisers offering a range of services for individuals including at retirement. This is an important acquisition for us and a milestone in our journey to becoming a nationwide personal financial planning business.”
 
John Cleverley, Managing Director, JDP Financial Services, says: “We are delighted to become part of Punter Southall Aspire. There are many synergies between our companies in terms of values and outlook. This deal will enable our clients to benefit from greater levels of investment and wealth management solutions, offered by a larger team and supported by cutting-edge technology solutions.” 

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by