IWP acquires Moss & Roberts
IWP has had a busy start to 2021 with many acquisitions, one of their most recent being Norfolk based Moss and Roberts which was one...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 UK) today announces the acquisition...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, with offices in Bristol and...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 acquired Atkinson White Partnership, a...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 of Gunner & Co. Independent...Read More
IWP acquires Gilmour Hamilton Wealth Management building scale in South West and Central Scotland
Gilmour Hamilton worked with Gunner & Co. to identify a business buyer, and will join IWP’s regional hub AGL Wealth Management, Headquartered in Glasgow Independent...Read More
Astute Private Wealth successfully rebrands and adds £65M FUA through acquisition
Chartered financial planners Astute Private Wealth Ltd announced today the acquisition of the client assets of Optimas Financial Planners for an undisclosed figure. Astute Private...Read More
Ascot Lloyd buys Gregory Adam and a further 6 firms
Ascot Lloyd, one of the UK’s largest and fastest growing independently owned IFA firms, has announces that it has completed a further seven acquisitions in...Read More
Ascot Lloyd buys Atlantic Investors and a further 6 firms
Ascot Lloyd, one of the UK’s largest and fastest growing independently owned IFA firms, has announces that it has completed a further seven acquisitions in...Read More
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