Primis Sells Two of Its Brokers to PE-backed Pivotal Growth
Primis, the national mortgage network parented by LSL, will be selling two of its broker firms to its parent company’s … Read more
Nucleus Looks to Expand Offering with the Acquisition of Curtis Banks
Nucleus has agreed to acquire Curtis Banks Group, the Bristol-based SIPP and SSAS provider, in a deal worth £242m, subject … Read more
Wren Sterling Acquires Morfitt & Turnbull
National IFA, the Wren Sterling Group, has acquired Morfitt & Turnbull, which boasts around £270m of client assets. The deal … Read more
Skerritts Group continues growth with the purchase of Equinox Wealth Limited
Skerritts are Independent Financial Advisers and Wealth Managers with their head office in Brighton and Hove. In March 2021, Sovereign … Read more
Perspective acquires Hunter & Co (IFA) Ltd and looks forward to a strong start to 2023
Perspective Financial Group Ltd (Perspective) is pleased to announce it has completed a further acquisition, its twelfth this year, with … Read more
Titan Wealth acquires Midlands-based IFA firm Telford Mann
Titan Wealth Holdings has announced the acquisition of Telford Mann Group Limited. With AUA of £750m and AUM totalling more … Read more
Kingswood announces its final deal of 2022
The acquisition of Barry Fleming & Partners brings the total number of acquisitions in 2022 to twelve Kingswood, the Pollen … Read more
Top 8 tips for selling your IFA client bank
Putting your IFA business up for sale can be an emotional decision. But think like a buyer to get the … Read more
How adviser M&A deals have changed in 10 years of RDR
In 2012, the Financial Services Authority implemented the Retail Distribution Review (RDR), a radical overhaul of the rules governing financial … Read more
How adviser M&A deals have changed in 10 years of RDR(full article)
In 2012, the Financial Services Authority implemented the Retail Distribution Review, a radical overhaul of the rules governing financial advice … Read more
Furnley House makes acquisition with backing from Shawbrook
Furnley House, the Leicester-based advice firm, has acquired CDG Financial Services in a £3.9m deal. The deal has been backed … Read more
Perspective Financial acquires £100 million AUM financial planner
Perspective Financial Group Ltd (Perspective) has announced it has completed a furtheracquisition, its eleventh this year, with the purchase of … Read more