Gunner & Co. Recent Deals

21 Sep 2020

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...

$IWP acquires HHDA$

01 Sep 2020

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...

01 Sep 2020

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...

25 Jun 2020

Ascot Lloyd buys Gregory Adam and a further 6 firms

Ascot Lloyd, one of the UK’s largest and fastest growing independently owned IFA firms, has announces that it has completed a further seven acquisitions in...

23 Jun 2020

Ascot Lloyd buys Atlantic Investors and a further 6 firms

Ascot Lloyd, one of the UK’s largest and fastest growing independently owned IFA firms, has announces that it has completed a further seven acquisitions in...

23 Jun 2020

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...

08 Jan 2020

Gunner & Co. advises Lumin Wealth on second acquisition

Lumin Wealth Management is pleased to announce it has acquired Everett MacLeod Limited which completed on 6th January 2020, following an introduction from Gunner &...

30 Sep 2019

Clifton Asset Management acquires Leonard Gold

Leonard Gold Financial Management has been acquired by Bristol-based Clifton Asset Management following an introduction from Gunner & Co. Leonard Gold, based in Southsea, Portsmouth,...

26 Sep 2019

Acquisition of Broadleaf Financial Services

AFH Financial Group has announced it has completed the acquisition of Broadleaf Financial Services Limited, an IFA business introduced by Gunner & Co., based in...