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UK financial firm Margetts Wealth Management undergoes management buy-in, aiming for significant growth.
Margetts Wealth Management, a UK financial advisory firm, has completed a management buy-in with directors Ian Butler and James Vickers taking equal shares, ensuring the company remains independent and owner-managed.
The firm, which manages over £230 million in assets for 350 clients, aims for a 20% growth in the next year.
Founder Kevin Smith will continue as Chairman, focusing on new revenue sources.
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La empresa financiera del Reino Unido Margetts Wealth Management se somete a la gestión de buy-in, con el objetivo de lograr un crecimiento significativo.