M&A Completed Deals

Deal
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

Deal
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

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 WFS logos
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-awp-logos
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 and hunter
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