Here is a selection of some of the deals we have completed recently
Perspective acquires Atkinson White Partnership in Darlington
Perspective Financial Group Ltd (Perspective), the national financial planning and wealth management group, is delighted…
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…
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…
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…
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…
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…