Here is a selection of some of the deals we have completed recently
Finitor Wealth makes PE-backed double acquisition
Finitor Wealth has acquired Ascent Financial Consulting and Financial Management Bureau, based in Leamington Spa…
Lumin Wealth acquires Ashridge Financial Management
Lumin Wealth is pleased to announce that it has acquired Ashridge Financial Management, a financial…
Elevation makes acquisition brokered by Gunner & Co.
Elevation Financial Group (EFG), the Birmingham-based Wealth Management firm, has announced that it has acquired…
IWP acquires Moss & Roberts
IWP has had a busy start to 2021 with many acquisitions, one of their most…
Gunner & Co. help IWP continue growth in Scotland
Sutherland Independent Ltd forms IWP’s East of Scotland Regional hub, continuing expansion in the area….
Abacus Money Management scoops up local IFA
Abacus Money Management Ltd announced today the acquisition of Westcliff Financial Management Ltd for an…