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Medical Money Management

Chase de Vere to bolster specialist advice service with acquisition of Medical Money Management

Chase de Vere, the national firm of independent financial and corporate advisers, will acquire the financial planning business of Medical Money Management, which specialises in providing financial planning advice to medical, dental and other professionals.

The purchase, which is due to be completed on Monday 23 October, will see Medical Money Management’s 16 Partners and 64 employees join Chase de Vere, adding 30 independent financial advisers to the existing team. Medical Money Management (MMM) was formed in 1971 and focuses on providing independent financial planning advice to medical, dental and other professionals. They have 8 offices in the UK, being based in Birmingham, Bristol, Exeter, Glasgow, Leeds, Liverpool, Manchester and Sheffield.

Stephen Kavanagh, Chief Executive, Chase de Vere, says:

"Chase de Vere is a secure and profitable independent financial advice company. We are aiming to grow our business and so I’m delighted that we will acquire Medical Money Management.

"We share many similarities with Medical Money Management, including expertise in advising the medical profession, a strong focus on putting clients first and a commitment to remaining independent and providing independent financial advice to our clients.

"This acquisition is another big step forward in our aim to be the leading firm of independent financial advisers in the UK."

If you have any questions please contact Patrick Connolly, Head of Communications at Chase de Vere at patrick.connolly@chasedevere.co.uk or your usual Chase de Vere adviser.