Adviser Acquisitions

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 ... 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, ... Read more

Harwood Wealth
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 ... 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 ... 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 ... 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 ... 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 ... Read more

Strategic sale
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 ... Read more