M&A Completed Deals

Holborn Financial acquires Kingsley, brokered by Gunner & Co.

Holborn Financial, the Wimbledon-based IFA firm, has acquired Kingsley Financial Management of Whitchurch for an undisclosed sum. Gunner & Co, ... Read more

Clifton Asset Management plc acquires GB Financial Services to bring AUM to £1.2bn

Fourth acquisition in nine months and sixth overall marks acceleration in Clifton’s growth programme… Clifton Asset Management plc is pleased ... Read more

Perspective completed the acquisition of HNH Financial Services

Perspective Financial Group Ltd (Perspective) is pleased to announce the acquisition of HNH Financial Services Ltd (HNH) in Huddersfield, brokered ... Read more

Wren Sterling Acquires Morfitt & Turnbull

National IFA, the Wren Sterling Group, has acquired Morfitt & Turnbull, which boasts around £270m of client assets. The deal ... Read more

Finitor Wealth makes PE-backed double acquisition

Finitor Wealth has acquired Ascent Financial Consulting and Financial Management Bureau, based in Leamington Spa and Kendal, respectively. The deals ... Read more

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Lumin Wealth acquires Ashridge Financial Management

Lumin Wealth is pleased to announce that it has acquired Ashridge Financial Management, a financial advice firm based in the ... Read more

Elevation group acquires innovate
Elevation makes acquisition brokered by Gunner & Co.

Elevation Financial Group (EFG), the Birmingham-based Wealth Management firm, has announced that it has acquired Innovate Financial Solutions, in a ... Read more

IWP acquires Moss & Roberts

IWP has had a busy start to 2021 with many acquisitions, one of their most recent being Norfolk based Moss ... Read more