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PRIVACY
Professional Services

Integrity Wealth Solutions acquired by Brooks Macdonald

West Midlands independent financial adviser with £250m under management joins listed group

(Image: Niall Carson/PA Wire)

A wealth management firm has been acquired by listed London group Brooks Macdonald.

Integrity Wealth Solutions is a growing independent financial adviser (IFA) with funds under management of around £250 million and 800 clients.

It is based in Nuneaton and advises business owners, high net worth individuals and their families, predominantly in Warwickshire, Leicestershire and the wider West Midlands.

Brooks Macdonald, whose Midlands offices is in Birmingham, said the undisclosed buyout would bring scale, capability and management expertise to its private clients business as well as giving deeper insight into the products and services a growing IFA firm values from a discretionary fund manager.

Integrity's managing director Martin Lindsey will continue to lead the team alongside having a broader role in Brooks Macdonald as senior financial planning director and head of advice and its clients will see no change to their products and services.

Mr Lindsey said: "We have been successful in growing Integrity Wealth Solutions at pace, providing high-quality financial advice to our clients.

"Having found success as an independent firm, we are excited at the opportunity to benefit from the support and infrastructure of a larger company….one where we believe we can continue to build our capabilities for the future.