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  5. Ludlow Wealth Management Group Acquires Inspired Financial Planning

M&A Deal Summary

Ludlow Wealth Management Group Acquires Inspired Financial Planning

On November 7, 2019, Ludlow Wealth Management Group acquired business services company Inspired Financial Planning

Acquisition Highlights
  • This is Ludlow Wealth Management Group’s 1st transaction in the Business Services sector.
  • This is Ludlow Wealth Management Group’s 1st transaction in the United Kingdom.

M&A Deal Summary
Date 2019-11-07
Target Inspired Financial Planning
Sector Business Services
Buyer(s) Ludlow Wealth Management Group
Deal Type Add-on Acquisition

Target

Inspired Financial Planning

Clitheroe, United Kingdom
Ivan A Hargreaves & Co. Ltd. is a provider of financial planning and wealth management services. Inspired Financial Planning full and comprehensive financial planning service is designed to cover all aspects of your current financial position and put in place a plan to help guide you to where you want to be. Ivan A Hargreaves & Co. Ltd. is based in Clitheroe, United Kingdom.

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Buyer(S) 1

Buyer

Ludlow Wealth Management Group

Southport, United Kingdom
Category Company
Sector Financial Services
DESCRIPTION

The Ludlow Wealth Management Group is a provider of financial planning advice to clients who collectively entrust us with more than £850 million. Ludlow Wealth Management is based in Southport, United Kingdom.

DEAL STATS #
Overall 1 of 1
Sector: Business Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 1 of 1
Country: United Kingdom M&A 1 of 1
Year: 2019 M&A 1 of 1
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