Print this article

Deals Of The Day: The Latest In Wealth Management M&A – Foresight Wealth Group, Cassons

Editorial Staff

13 May 2024

Foresight Wealth Group, Cassons
North West-based financial planning company has bought its second firm in two years: Cassons Financial Planning, an independent wealth advisor.

The deal adds over £120 million ($150.4 million) in assets and 700 clients to the group’s existing portfolio, which is dealt with through its financial planning arm, Foresight Wealth Strategists. 

Foresight will take over Cassons’ existing Burnley offices and staff to deal with the increased volume of planning with Foresight’s clients, who are located across the UK, Foresight said in a statement late last week. 

In 2022, Foresight, headquartered in Hale, Cheshire, integrated with Platinum SRI in 2022.

Cassons Financial Planning traces its roots back to the early 1990s. Meanwhile, Steven Greenwood, director, has decided to retire.