Here is a selection of some of the deals we have completed recently
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…
Wealth Matters acquires Poptani Financial Solutions
Wealth Matters, the Luton-based independent financial adviser, has announced that it has acquired the clients…
Gunner & Co. advises Lumin Wealth on second acquisition
Lumin Wealth Management is pleased to announce it has acquired Everett MacLeod Limited which completed…
Clifton Asset Management acquires Leonard Gold
Leonard Gold Financial Management has been acquired by Bristol-based Clifton Asset Management following an introduction…
Acquisition of Broadleaf Financial Services
AFH Financial Group has announced it has completed the acquisition of Broadleaf Financial Services Limited,…