Digital Wealth Platform Smarterly Raises £7M

Digital Wealth Platform Smarterly Raises £7M Digital wealth platform for the workplace Smarterly has secured £7m in Series A funding. The London-based FinTech allows employees to save and invest in an ISA directly through payroll, and uses analytics and algorithms to design and monitor personalised portfolios. Dow Schofield Watts’ Corporate Finance Team arranged the funding … Continued

Bollington Wilson Insurers buy Prophet Trade Credit Ltd.

Bollington Wilson Insurers buy Prophet Trade Credit Ltd. Brokerage firm Bollington Wilson Insurers has completed a deal to buy Harrogate-based broker Prophet Trade Credit Ltd. as part of a bigger expansion plan for 2020. Dow Schofield Watts’ Corporate Finance and Transaction Support teams assisted Bollington Wilson. The sale adds over £4 million ($5.2 million) gross … Continued

London Buy For Perspective Financial Group

Chorley-headquartered Perspective Financial Group has opened its first London office through its latest acquisition, with Dow Schofield Watts in Warrington providing financial due diligence. The firm has bought Thornton Springer Financial Services in a move which expands its national network of operations to 15 including in Eastbourne, Marlborough, Chester and Newcastle. Thornton Springer Financial Services has been … Continued

DSW advises Liverpool insurance broker Coulter Hurst on sale to Stackhouse Poland

Cheshire based Dow Schofield Watts Corporate Finance acted for Coulter Hurst and Company Limited on their sale to leading independent insurance broker, Stackhouse Poland. Founded in 1999, Liverpool-based Coulter Hurst is an insurance and risk management practice which specialises in the commercial property and professional insurance sectors. Stackhouse Poland’s acquisition of Coulter Hurst will see their operating footprint … Continued