Ascot Lloyd completes a further six acquisitions
Ascot Lloyd, one of the UK’s largest and fastest growing independently owned IFA firms, has announces that it has completed a further six acquisitions in... Read More
Kingswood Holdings acquires Yorkshire IFA
Sterling Trust Financial Consulting Limited, based in Yorkshire, has been purchased by Kingswood Holdings, in a deal that has doubled the firm’s advice business. The... Read More
Brooks acquires Lloyds’ wealth management arm
Lloyds Bank International’s wealth management arm, based in the Channel Islands, has been acquired by Brooks Macdonald in a deal worth up to £9.6m. £1bn... Read More
Wealth Matters acquires Poptani Financial Solutions
Wealth Matters, the Luton-based independent financial adviser, has announced that it has acquired the clients of Poptani Financial Solutions’ pensions and investment business, in a... Read More
Ards Ventures launched by ex-Hargreaves manager
Adam Laird, the ex-manager of passive investments at Hargreaves Lansdown, has launched Ards Ventures, a new consolidator for small asset management firms. Ards Ventures, which... Read More
FE FundInfo and Square Mile launch fund dashboard
Data provider FE FundInfo and consultancy company Square Mile have come together to create a fund dashboard in order to help advisers compare and select... Read More
Ascentric sale opens up consolidation market to digital acquisition
Ascentric, which was sold by Royal London to M&G during the national coronavirus lockdown, may have opened up the consolidation market to the possibility of... Read More
Frenkel Topping’s new joint venture
Frenkel Topping and Express Solicitors, a law firm based in Manchester, have agreed to launch a new joint venture in a move which will compound... Read More
AFH puts acquisitions on hold
AFH Financial Group has put its acquisition pipeline on hold in response to the global coronavirus pandemic. The firm has made a commitment to temporarily... Read More
Tilney and Smith & Williamson agree revised transaction
Tilney and Smith & Williamson have announced that they have agreed a revised transaction structure for their proposed merger. The merged group will be known... Read More