Category: Company news

New MoneyWeb acquisition

On Saturday 1st September, MoneyWeb acquired Financial Adviser Duncan Macmillan’s client base.

Duncan has been involved in the financial industry for 37 years, initially as a Superintendent at Prudential, and then as an Independent Financial Adviser for Townends Financial Consultants. Overseeing a management buy-out of the firm in August 1998, Duncan became a Director whilst maintaining his advisory duties.

For the last 20 years, Duncan has managed customers’ pension and investment portfolios, resulting in good, solid capital growth for all whilst enhancing his reputation for getting the job done right. Consequently, the firm’s business has increased by market share and volume.

Duncan’s firm and ours are like-minded with a similar outreach, making the acquisition a great fit for our new MoneyWeb clients.

For further information, please contact MoneyWeb on 01723 378234 or email enquiries@moneyweb-ifa.com – we look forward to hearing from you.

Moneyweb rebrands to create a new distinct image

Moneyweb have been helping clients manage their portfolios and expectations for nearly twenty years, delivered by trusted local independent financial advice. In an increasingly digitised world, our focus going forward is to truly differentiate ourselves and provide clients with a first-class financial planning service delivered face to face, online and via mobile.