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
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 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
Gunner & Co. help IWP continue growth in Scotland
Sutherland Independent Ltd forms IWP’s East of Scotland Regional hub, continuing expansion in the area. Independent Wealth Planners UK (IWP ... Read more
Abacus Money Management scoops up local IFA
Abacus Money Management Ltd announced today the acquisition of Westcliff Financial Management Ltd for an undisclosed figure. Abacus Money Management, ... Read more
Perspective acquires Atkinson White Partnership in Darlington
Perspective Financial Group Ltd (Perspective), the national financial planning and wealth management group, is delighted to announce that it has ... Read more
IWP acquires Sussex firm, Hunter Hammond Daniel Associates, as expansion continues
With 20 years of client service Hunter Hammond Daniel Associates represents IWP’s first office in Sussex, acquired with the assistance ... Read more