Charles Russell Speechlys has advised the shareholders of Prescient Financial Intelligence Limited on the sale of the company to Quilter Private Client Advisers.
This acquisition by Quilter Private Client Advisers, the third recent takeover for the company, adds more than £800m of assets under advice to Quilter.
Prescient is an independent financial adviser firm that offers bespoke financial planning advice, operating from offices in Exeter, Glasgow, London and York. Over the years, Prescient has developed a client-focused practitioner team built on the strength of its past experience. The deal marks a new chapter for Prescient – the managing director of Prescient, Chris Woodhams, retired alongside the firm’s director of risk, Hugh Bance, with 23 staff, including eight financial advisers and three trainee advisers joining Quilter Private Client Advisers’ existing regional offices.
The Charles Russell Speechlys team, led by Andrew Clarke (Picture) and Charlie Ring included Svetlana Kisyova (Corporate Associate), Sarah Morley and Martin Fisher (Real Estate) and Robert Birchall and Andrew Priestly (Corporate Tax).
Involved fees earner: Robert Birchall – Charles Russell Speechlys; Andrew Clarke – Charles Russell Speechlys; Martin Fisher – Charles Russell Speechlys; Svetlana Kisyova – Charles Russell Speechlys; Sarah Morley – Charles Russell Speechlys; Andrew Priestley – Charles Russell Speechlys; Charlie Ring – Charles Russell Speechlys;
Law Firms: Charles Russell Speechlys;
Clients: Prescient Financial Intelligence Limited;