{"id":959459,"date":"2026-11-05T16:22:11","date_gmt":"2026-11-05T16:22:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/ca\/959459\/"},"modified":"2026-11-05T16:22:11","modified_gmt":"2026-11-05T16:22:11","slug":"chester-rose-adds-250m-with-berkshire-acquisition","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ca\/959459\/","title":{"rendered":"Chester Rose adds \u00a3250m with Berkshire acquisition"},"content":{"rendered":"<p>The acquisition adds \u00a3250m in assets under advice to the firm, bringing Chester Rose&#8217;s total assets under advice to \u00a3900m.<br \/>\n Set up by Ascot Lloyd founder Richard Dunbabin in 2020 after acquiring Heritage Financial Advisers, this is Chester Rose&#8217;s fourth acquisition.<br \/>\n Bespoke IFA&#8217;s core team and its 500-plus clients will move to Chester Rose, while its CEO, Paul Francis, a former colleague of Dunbabin&#8217;s at Ascot Lloyd, is retiring.<br \/>\n Dunbabin said: &#8220;Having known and worked with Paul, we both knew our businesses have similar values and working practices, making both the acquisition and t&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"The acquisition adds \u00a3250m in assets under advice to the firm, bringing Chester Rose&#8217;s total assets under advice&hellip;\n","protected":false},"author":2,"featured_media":959460,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[194299],"tags":[10729,327648,327646,327645,49,48,327643,22732,2518,15298,327649,327647,1705,327644,87674],"class_list":["post-959459","post","type-post","status-publish","format-standard","has-post-thumbnail","category-surrey","tag-acquisition","tag-ascot-lloyd","tag-assets-under-advice","tag-bespoke-ifa","tag-ca","tag-canada","tag-chester-rose","tag-financial-adviser","tag-financial-planning","tag-mergers","tag-oaktree-capital","tag-paul-francis","tag-retirement","tag-richard-dunbabin","tag-surrey"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/959459","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/comments?post=959459"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/posts\/959459\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media\/959460"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/media?parent=959459"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/categories?post=959459"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ca\/wp-json\/wp\/v2\/tags?post=959459"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}