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

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

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

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

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

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

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

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

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

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