M&A News

Söderberg & Partners invests in three UK IFA firms

Swedish based Söderberg & Partners Group has acquired a majority stake in advice firm Timothy James & Partners (TJP) from current owner … Read more

Skerritts Group continues growth with the purchase of the Kent based Financial Planning Firm, Ambrose Fisher

Skerritts are Chartered Financial Advisers and Wealth Managers with their Head Office in Hove. In March 2021, Sovereign Capital Partners, … Read more

MWA makes double acquisition after securing funding

MWA Financial has made a double acquisition with the purchases of Sterling Financial Consultants, based in Tower Hamlets, London, and … Read more

Atomos acquires Equanimity IFA

Atomos has acquired Equanimity, an IFA based in North London which specialises in providing holistic advice to high net worth … Read more
Selling with DBT Exposure

The five-point plan for selling a financial advice business with DBT exposure

Once seen as the Japanese knotweed of financial services M&A, attitudes to DBT risk within advice businesses are softening. But … Read more

Perspective announces three further acquisitions

Perspective Financial Group Ltd (Perspective) is delighted to announce it has completed three further acquisitions, meaning the Group has made … Read more

Creative Planning acquires Goldman Sachs division

Creative Planning has entered into an agreement to acquire Goldman Sachs’s US mass affluent wealth management division.  Creative is an … Read more

Loyal North acquires Kent adviser

Loyal North has acquired Paul Wallis Financial Solutions (PWFS), a Kent-based financial adviser, adding £40m of funds under management to … Read more
Selling your financial planning business

LSL to acquire TenetLime Ltd

LSL has announced that it has agreed to acquire the entire issued share capital of TenetLime Limited from Tenet Limited, … Read more
Stonehage Fleming acquires Cavendish

Co-op Bank adds 3.5k clients with acquisition of Sainsbury’s mortgages

The Co-operative Bank has purchased Sainsbury’s Bank’s mortgage portfolio as part of Co-op’s drive to expand its financial services offering … Read more

LEBC sells assets to Aspira as it enters administration

LEBC Group and Aspira Corporate Solutions have amalgamated into one business, following LEBC’s sale of its assets and personnel to … Read more

Progeny acquires Fiscal Engineers

Progeny has acquired Fiscal Engineers, a wealth planner headquartered in Nottingham. Fiscal Engineers has served business owners, entrepreneurs and other … Read more