Mattioli Woods gears up for acquisitions amid Covid-19
Despite the turmoil of Covid-19, Mattioli Woods is pushing ahead with both organic and external growth, a testament to its confidence in its “resilient operating...Read More
Fairstone kick start the new year with two acquisitions
Fairstone, one of the UK’s largest Chartered financial planning firms, has further consolidated its presence in the South and East, with the acquisition of two...Read More
AFH’s £17.25m acquisition fund
AFH’s accounts, released to the stock market on January 20th, revealed that it has a cash pot of £17.25 to be used to fund acquisitions....Read More
Quilter Private Client Advisers acquires national financial advice firm Prescient
Quilter’s advice business, Quilter Private Client Advisers, has announced the acquisition of national financial advice firm, Prescient. The acquisition adds more than £800m of assets...Read More
Harwood sells to private equity house, exiting the AIM market
The boards of Harwood and Hurst Point Topco are pleased to announce that they have reached agreement on the terms of a recommended cash acquisition...Read More
Mattioli Woods acquires The Turris Partnership
Mattioli Woods plc, the specialist wealth management and employee benefits business, has welcomed chartered financial planning firm, The Turris Partnership Limited, to its group in...Read More
Fairstone steps up growth with two firms joining DBO programme
Fairstone, one of the UK’s largest Chartered Financial Planning firms, has announced that it has signed up two advisory firms to its downstream buy out...Read More
Policy Services Ltd joins the St. James’s Place Group
St. James’s Place, the wealth management group, has announced the acquisition, subject to regulatory approval, of Policy Services Ltd, the Linlithgow based Financial Advice Firm. PSL...Read More
Independent Wealth Planners’ consolidation spree
Independent Wealth Planners, which is in the process of purchasing eight adviser firms nationwide, is set to be managing £2bn of assets by the first...Read More
Kingswood to target advisers in their mid-50s
Kingswood, the Aim-listed wealth manager, has revealed part of its acquisition strategy: aiming to buy IFAs who are in their mid-50s. A representative for Kingswood...Read More