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Recent Deals.

Here is a selection of some of the deals Gunner & Co. have completed recently.

Foster Denovo acquires Rosemount Asset Management, brokered by Gunner & Co.

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MKC Wealth acquires Dartford-based Gibson Lamb, brokered by Gunner& Co.

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Wren Sterling acquires TW Financial Planning Limited, brokered by Gunner & Co.

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MKC Wealth acquires Wealth for Women, brokered by Gunner & Co..

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Pespective acquires the client bank of two financial planners, brokered by Gunner & Co.

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Skerritts acquires Chester-based IFA, brokered by Gunner & Co.

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HFMC Wealth completes acquisition of Weston-Cummins Ltd, brokered by Gunner & Co.

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Boutique Wealth Manager Acquired by Start-Up Entrepreneur in a deal brokered by Gunner & Co.

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Holborn Financial acquires Kingsley, brokered by Gunner & Co

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Clifton Asset Management plc acquires GB Financial Services to bring AUM to £1.2bn

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Perspective completed the acquisition of HNH Financial Services

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Wren Sterling Acquires Morfitt & Turnbull in a deal brokered by Gunner & Co

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Finitor Wealth makes PE-backed double acquisition brokered by Gunner & Co.

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Lumin Wealth acquires Ashridge Financial Management in a deal brokered by Gunner & Co.

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IWP acquires Moss & Roberts in a deal brokered by Gunner & Co.

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Elevation makes acquisition brokered by Gunner & Co.

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Gunner & Co. help IWP continue growth in Scotland

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Abacus Money Management scoops up local IFA

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Perspective acquires Atkinson White Partnership in Darlington

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IWP acquires Sussex firm, Hunter Hammond Daniel Associates, as expansion continues

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Astute Private Wealth successfully rebrands and adds £65M FUA through acquisition

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IWP acquires Gilmour Hamilton Wealth Management building scale in South West and Central Scotland

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Ascot Lloyd buys Gregory Adam and a further 6 firms

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Wealth Matters acquires Poptani Financial Solutions

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Gunner & Co. advises Lumin Wealth on second acquisition

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Clifton Asset Management acquires Leonard Gold

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Acquisition of Broadleaf Financial Services

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Gunner & Co. introduces QS Financial to Ascot Lloyd

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Quilter purchases two financial planners

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Foster Denovo buys London & Capital’s UK Wealth division

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Gunner & Co. support Harwood to buy Ascot-based Plan65

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