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
Perspective acquires Jones Hill in Bradford on Avon
Perspective Financial Group Ltd (Perspective), the national financial planning and wealth management group, has announced that it has acquired Jones Hill, the award winning independent... Read More
Gale and Phillipson move full steam ahead with acquisition of Gyr Financial Consulting
Independent Financial Planning and Wealth Management firm Gale and Phillipson have completed a further acquisition as part of their expansion plan to widen their distribution... Read More
New network seeks 500 advisers after Sense acquisition
Adviser Services Holdings has purchased Sense Network for over £9m, as a part of its vision to build a network of 500 advisers over the... Read More
Bowmore’s £10m acquisition fund
Bowmore Wealth Group, the newly integrated firm of Citimark Partnership and Bowmore Asset Management, has secured an acquisition fund of £10m, as a part of... Read More
Socium acquires Beaufort Group
Socium Group, an independent advice network, is set to acquire Beaufort Group – a key part of the firm’s wider plan to create a national... 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
Tilney and Smith & Williamson complete merger
The merger of Tilney and Smith & Williamson has completed. The Group has now been renamed Tilney Smith & Williamson. There will be no immediate... Read More
Woking IFA acquired by Wren Sterling
Wren Sterling has completed a deal with Corimar Holdings Ltd to purchase the assets of Frobisher Capital Ltd, an independent financial advisory business based in... Read More