IWP acquires three independent financial planning firms
IWP has bought Aberdeenshire-based Buchanan & Associates, Moss and Roberts located in Norfolk, and Buckinghamshire-based Principal Financial Planning. Gunner & Co. were the Brokers on...Read More
Mattioli Woods announce the acquisition of Pole Arnold
Mattioli Woods has announced the acquisition of 100% of the issued share capital of Pole Arnold Financial Management Limited. Pole Arnold was established in 2012...Read More
M&G Wealth hires new acquisitions director
M&G has appointed a new acquisitions director in order to boost the external growth of the business. Tim Clark, who has joined M&G from Loyal...Read More
63% of advisers eye M&A deals – globally
Over the last couple of years, there has been a sharp rise in M&A deals in the financial advice space both in the UK and internationally....Read More
Fidelius gains £105m AUM through acquisition
Fidelius Group, the national financial planner, has purchased Bath-based Robson Taylor IFA. The acquisition will bring Fidelius £105m in assets under management, and over £780,000...Read More
The rise of the start-up acquirer
I’ve been talking a lot lately in conversations with clients about how much the buyer market has changed over the last 18 months – 24...Read More
Arlo Group enters the DB market with purchase of Purely Pensions
Arlo Group, the Torquay-based financial planner, has acquired Purely Pensions, subject to FCA approval. The purchase marks Arlo Group’s entrance into the defined benefit market....Read More
Utmost Group to buy Quilter International for £483m
Two Isle of Man life companies look set to merge, following an announcement that Utmost Group has entered into an agreement to acquire Quilter International....Read More
‘Challenger’ wealth firm eyes IFA acquisitions
UK “challenger” wealth manager Netwealth has completed its fourth round of fundraising with total investment now standing at £38m ($52.5m, €44.6m). Stuart Rose, former boss...Read More
Lumin Wealth acquires Chamberlain Stean and West.
Lumin Wealth is pleased to announce that it has acquired Chamberlain Stean and West Limited (CSW), a Hertfordshire based financial advice firm. This latest acquisition...Read More