What makes a good broker? What you should know before you appoint a broker.
We all know and have experienced the fishing (and frankly fishy) tactics of some brokers out there, but we at Gunner & Co. are known...Read More
Lightyear Capital makes majority investment in Wren Sterling
Wren Sterling has announced that it has secured a majority investment from investment funds affiliated with Lightyear Capital LLC (Lightyear) to complete a management buyout...Read More
Close Brothers AM expand into Surrey
Close Brothers Asset Management has acquired Surrey-based IFA PMN Financial Management. Close Brothers AM is the financial planning arm of the FTSE 250 listed parent...Read More
Talis IFA acquires Dover-based IFA
Talis IFA has acquired Dover-based Regency IFA. Regency’s founder Barry Williams chose to sell due to his upcoming retirement. Managing director at Talis IFA, James...Read More
IFA firm buys Yorkshire-based advice company
It has three more M&A deals in the pipeline. Harrogate-based independent financial adviser firm Prosperis has bought MHI Ltd of Bridlington, Yorkshire for an undisclosed...Read More
Fairstone aquires Utopia Financial Planning
Fairstone has announced the acquisition of West Yorkshire based Utopia Financial Planning – the sixth acquisition announced in 2021. The acquisition by the full-service wealth...Read More
Oberon CEO: ‘We don’t chase acquisitions’
Despite acquisition activity within the independent financial adviser sector, the chief executive of Oberon Investments Group describes its recently purchased arm Smythe House as the...Read More
Canada’s Equisoft continues global expansion with U.K. acquisition
Equisoft, a Canadian digital solutions provider to the financial industry, has announced the acquisition of U.K.-based financial services firm Altus. Located in Bath, England, Altus’...Read More
AssetCo purchases 30% stake in Parmenion
AssetCo has purchased a 30 per cent equity stake in Bristol-based Parmenion Capital Partners. This comes in the wake of the completion of the sale...Read More
Fairstone announce acquisition of ASM Financial Planning
Chartered financial planning firm Fairstone have announced the acquisition of Belfast based ASM Financial Planning. The transaction further reinforces Fairstone’s growth plan for 2021. The...Read More