Thistle Initiatives assists Shackleton Advisers in the acquisition of PK Financial Planning and PK Wealth
We are very pleased to have assisted Shackleton Advisers, the IFA backed by Sovereign Capital Partners, with regulatory due diligence during the acquisition of PK Financial Planning and PK Wealth, which manages approximately £200 million in assets.
Alex Paschalis, Partner at Thistle Initiatives: "We would like to congratulate the Shackleton team on the acquisition of PK Financial Planning and PK Wealth. It was a pleasure collaborating with them, and we look forward to supporting future transactions."
Paul Feeney, CEO of Shackleton Advisers: "We’re delighted to have expanded our presence in the South East with the acquisition of PK Financial Planning and PK Wealth. Thank you to the Mergers and Acquisitions team at Thistle for their invaluable regulatory due diligence support in helping us complete this deal. We are delighted to welcome PK Financial Planning and PK Wealth to our portfolio."
About Thistle Initiatives
Thistle Initiatives specialises in Acquisition Due Diligence and Change in Control services, guiding businesses through every phase of the acquisition process. Our expert team ensures that all FCA regulatory and compliance requirements are meticulously addressed, allowing you to navigate transactions with confidence.
Contact Us
For more information or to discuss how we can assist with your acquisition needs, please reach out to us at 0207 436 0630 or via email at info@thistleinitiatives.co.uk.