Press

For all press and media enquiries please contact:

Alan Easter on alan.easter@moneyportal.com, 07946 551264.

or

Chris Edge on chris.edge@moneyportal.com, 0781 801 2280.

Factsheet

• 2001 - Incorporated.
• January 2003 - Commenced trading.
• January 2003 - Acquired Willis Owen Ltd, a Direct Offer business.
• April 2003 - Acquired Harrington Communications Ltd, a Direct Offer with infrastructure.
• July 2003 - Acquired the ISA Shop Ltd, a Direct Offer business.
• September 2003 - Acquired Bates Investment Services Ltd, an Advisory business.
• 2004/2005 - Consolidation and investment in infrastructure.
• March 2006 - Completed capital raising, closing the placement at £25 million of new capital, together with a debt commitment from bank.
• March 2006 - Acquired business assets of Weston Financial Planning in adding over 60 advisers, together with support infrastructure, to the Group.
• May 2006 - Signed definitive agreement to acquire GP Noble Trustees Ltd.
• May 2006 - Acquired business assets of BBN Estate Planning Ltd.
• July 2006 - Acquired assets of Millfield Partnership Ltd and entire share capital of Sage Financial Services.
• November 2006 - Acquired Clearwell Limited, a financial services consultancy and consumer investment solutions business.
• December 2006 - Acquired Swaines Limited, a compliance consultancy.
• February 2008 – Money Portal offers to acquire Burns-Anderson. See press release