Perspective acquires three firms in Huddersfield, Cardiff and Whitstable
Perspective Financial Group Ltd (Perspective) is pleased to announce it has completed three further acquisitions with the purchase of HNH … Read more
Skerritts Group continues growth with the purchase of the Horsham based Financial Planning Firm, Mercier Allen & Associates Ltd.
Skerritts are Independent Financial Advisers and Wealth Managers with their head office in Brighton and Hove. In March 2021, Sovereign … Read more
Advanta Solutions acquires MW Wealth Management
Advanta Solutions has acquired M W Wealth Management Ltd, a Hertford based advice firm for an undisclosed sum. This is … Read more
Evelyn Partners on the hunt for acquisitions
Evelyn Partners, formerly known as Tilney Smith & Williamson, is actively seeking acquisition opportunities in 2023, CEO Chris Woodhouse has … Read more
Fairstone acquires Spalding-based MT Financial
Fairstone, the national adviser, has acquired MT Financial Management, a holistic financial planner based in Spalding, Lincolnshire. The deal will … Read more
Abrdn agreed to sell £6bn DFM business to LGT Wealth
Abrdn has agreed to sell its discretionary fund management arm Abrdn Capital to LGT Wealth Management. Subject to regulatory approval, … Read more
Business valuation multiples shoot up in spite of interest rate hikes
Business valuations for IFA and financial planning firms grew by more than 20% in 2022, despite interest rates increasing on … Read more
One Four Nine acquires third firm in Scotland
Independent, nationwide financial advice and fund management Group One Four Nine has acquired McCrea Financial Services, a long-established full suite … Read more
Maven delivers profitable partial exit of Titan Wealth
Titan Wealth was established in 2021 as a buy and build platform to consolidate the Discretionary Fund Management sector and … Read more
The Penny Group completes BBW acquisition
The Penny Group Ltd (tPG) has announced that it has completed its acquisition of Bright Blue Wealth (BBW). BBW, which … Read more
Succession is approached by IFAs looking to consolidate after Aviva deal
First reported in FTAdviser – read in full here Paul Morrish, the founder of Succession Wealth, has revealed that the … Read more
NatWest combines banking expertise with fintech in latest acquisition
NatWest Group has entered an agreement to acquire a controlling stake in Cushon, the London-based pensions and workplace savings fintech … Read more