Wealth Matters acquires Poptani Financial Solutions
Wealth Matters, the Luton-based independent financial adviser, has announced that it has acquired the clients of Poptani Financial Solutions’ pensions and investment business, in a... Read More
Gunner & Co. advises Lumin Wealth on second acquisition
Lumin Wealth Management is pleased to announce it has acquired Everett MacLeod Limited which completed on 6th January 2020, following an introduction from Gunner &... Read More
Clifton Asset Management acquires Leonard Gold
Leonard Gold Financial Management has been acquired by Bristol-based Clifton Asset Management following an introduction from Gunner & Co. Leonard Gold, based in Southsea, Portsmouth,... Read More
Acquisition of Broadleaf Financial Services
AFH Financial Group has announced it has completed the acquisition of Broadleaf Financial Services Limited, an IFA business introduced by Gunner & Co., based in... Read More
Gunner & Co. introduces QS Financial to Ascot Lloyd
Ascot Lloyd announced it has acquired QS Financial, with principal Graham Bowser retiring after an effective transition of clients. Bromsgrove-based QS Financial will add £65m... Read More
Foster Denovo buys London & Capital’s UK Wealth division
Foster Denovo, the multi-award winning financial advisory business, has today announced that it has acquired a part of London & Capital’s UK Wealth business, aided... Read More
Quilter purchases two financial planners
Stephen Spires Financial Consultants and Freedom Financial Planning have been purchased by Quilter Private Client Advisers in what is Quilter’s first deal of the year.... Read More
Gunner & Co. support Harwood to buy Ascot-based Plan65
Harwood Wealth Management Group, the AIM listed investment business announced the acquisition of Ascot-based Plan65, with plans that the firm’s pensions business will integrate in... Read More