Radiant Financial Group acquires Yorkshire-based IFA
FA consolidator Radiant Financial Group has bought Doncaster-based IFA, Ethos Financial Solutions, taking assets under advice to £1.6bn. The deal ... Read more
Fairstone adds £450m in FUM with first acquisition of 2023
Fairstone has made its first deal of the year with the acquisition of Mantle Financial, an IFA based in Surrey, ... Read more
WestBridge Group rebrands to WBR following acquisition of SSAS book
WestBridge Group has announced a rebrand following the acquisition of the client books of Rowanmoor Executive Pensions. Rowanmoor, which went ... Read more
Gavin Tansey sells his business to Evelyn Partners
Evelyn Partners, the leading integrated wealth management and professional services group, has acquired Gavin Tansey Financial Services. The owner, experienced ... Read more
Perspective Acquires Ian J Hunt Chartered Financial Planners in Thame
Perspective Financial Group Ltd (Perspective) has announced it has completed its first acquisition of 2023 with the purchase of Ian ... Read more
HFMC Wealth Completes the Acquisition of R&S Financial Planning
HFMC Wealth has acquired R&S Financial Planning Ltd in a deal which further strengthens its London office. The transaction, which ... Read more
Primis Sells Two of Its Brokers to PE-backed Pivotal Growth
Primis, the national mortgage network parented by LSL, will be selling two of its broker firms to its parent company’s ... Read more
Nucleus Looks to Expand Offering with the Acquisition of Curtis Banks
Nucleus has agreed to acquire Curtis Banks Group, the Bristol-based SIPP and SSAS provider, in a deal worth £242m, subject ... Read more