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IFA E&H and iimia to merge

The parent company of investment manager iimia and the partners of pension advice specialist Eveleigh & Huckle have signed a heads of agreement to merge.

Subject to due diligence and regulatory approval, the merged company will offer independent investment management holistic financial planning, with around £150m of funds under management.

It will trade under the iimia brand for its investment management services and the E&H brand for the financial planning side. The company plans to open an E&H branch in Exeter to sit alongside the existing iimia branch in the area.

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