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Carterbar announces fourth acquisition

Carterbar has acquired Hartlepool-based Retirement Options, its fourth acquisition in 12 months.

The Billingham-based IFA firm, which deals in mortgages, protection, pensions and investments, has strengthened its market position by acquiring the Hartlepool-based retirement company.

To date, Carterbar has acquired Retirement Options Durham, Retirement Options Wearside and Graeme Watson Financial Advisers.

Carterbar director Craig Dyball says: “We are delighted to have secured this acquisition. The past year has seen our company rapidly expanding across the North East and we were pleased when the opportunity presented itself to acquire a business on Teesside itself.”


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Whenever you see an article on trusts, it almost always repeats the same arguments about the benefits, they help avoid inheritance tax, avoid probate, make sure the right people benefit and so on – and it is true that all of these are benefits for the client.

Technology & Fear

By Ali Unwin, Chief Technology Officer & Manager of the Neptune Global Technology Fund Fear has always been a key ingredient for technological experimentation and adoption, and today is no different. But when and where are these fears justified? asks Ali Unwin, Chief Technology Officer and Manager of the Neptune Global Technology Fund  Click here […]


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