Fairstone acquire Hammett & Petch
Fairstone has announced the acquisition of Berkshire-based Hammett and Petch Financial Planning, kick-starting Fairstone’s growth plan for 2021. Based in Bracknell, Hammett and Petch Financial... Read More
Succession seeking ‘strategic acquisitions’
Succession Wealth has revealed that it is actively seeking “strategic acquisitions” in order to support its external growth plans this year. James Stevenson, Succession’s chief... Read More
Adviser acquisitions likely to come thick and fast in Q1
Adviser acquisitions are likely to come thick and fast in the first quarter of the year, according to analysis from Gunner and Co. The business... Read More
Perspective acquires Independent Life & Pensions Group in Corby
Perspective has announced the acquisition of Independent Life & Pensions Group (ILPG), a financial planning firm based in Corby, Northamptonshire. ILPG currently advises 440 wealth... Read More
Advanta secures up to £40m to fund acquisition pipeline
Advanta Solutions has secured £10m – £40m worth of private equity backing from Beech Tree Private Equity. Advanta Solutions, which includes financial planning and mortgage... Read More
Connectus enters UK market through IFA acquisition
Connectus Wealth Advisers, the new M&A arm of Focus Financial Partners, has acquired Knutsford-based Watterson Financial Planning, marking the US giant’s entrance into the UK... Read More
Fairstone bolster DBO programme with double acquisition
Fairstone has announced the acquisition of two advice firms, UskVale Financial Planning and Sovereign Wealth Management. Based in Pontypool, South East Wales, UskVale is a... Read More
Fairstone partner with Sabre Financial under its DBO programme
Fairstone, one of the UK’s largest Chartered financial planning firms, has announced that it has signed up new firm Sabre Financial to its unique Downstream... Read More
CGT shake-up is both threat and opportunity
Capital gains tax changes mooted by the Office of Tax Simplification could make it more difficult for advisers looking to sell their business and leave... Read More
Double acquisition bolsters IWP’s Midlands hub
Independent Wealth Planners UK has announced the acquisition of two Midlands-based firms, Donald Wealth Management and Bishop Armstrong Financial Planning. The acquisitions are part of... Read More