M&A News

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

Solomon CH completed its acquisition of a minority stake in Beaufort Financial Westerham

Solomon Capital Holdings has completed its acquisition of a minority stake in Beaufort Financial Westerham, a Kent-based advice firm, as … Read more

IFA firms’ acquisitions rise to record 440 deals in 2022

The number of acquisitions involving UK financial advice firms has risen by 11% from 398 to a record high of … Read more

Radiant Financial Group acquires Yorkshire-based IFA

FA consolidator Radiant Financial Group has bought Doncaster-based IFA, Ethos Financial Solutions, taking assets under advice to £1.6bn. The deal … Read more

Fairstone adds £450m in FUM with first acquisition of 2023 

Fairstone has made its first deal of the year with the acquisition of Mantle Financial, an IFA based in Surrey, … Read more

WestBridge Group rebrands to WBR following acquisition of SSAS book

WestBridge Group has announced a rebrand following the acquisition of the client books of Rowanmoor Executive Pensions. Rowanmoor, which went … Read more

Gavin Tansey sells his business to Evelyn Partners

Evelyn Partners, the leading integrated wealth management and professional services group, has acquired Gavin Tansey Financial Services. The owner, experienced … Read more

Perspective Acquires Ian J Hunt Chartered Financial Planners in Thame

Perspective Financial Group Ltd (Perspective) has announced it has completed its first acquisition of 2023 with the purchase of Ian … Read more

HFMC Wealth Completes the Acquisition of R&S Financial Planning

HFMC Wealth has acquired R&S Financial Planning Ltd in a deal which further strengthens its London office. The transaction, which … Read more