Adviser Retirement

IFA Valuations
Tenet expands into the South East

Two Bromley-based financial advisers – Chartwell Independent and Maguire Financial Limited – have been acquired by Tenet. The firms were ... Read more

Lumin Wealth buys IFA Hyperion
Tenet expands into Nottinghamshire

Tenet has acquired two advice firms, Ask Financial Management and Mansfield Financial Planning, both based in Mansfield. This marks Tenet’s ... Read more

Kingswood Holding looking to acquire

AIM-listed wealth manager Kingswood Holding has revealed it has secured funding in order to make acquisitions. In a market statement, ... Read more

IFA Valuations
Quilter completes three acquisitions

Quilter Private Client Advisers – Quilter’s national advice business – has completed the purchase of Petrus Financial Services, ROC Consultants ... Read more

Mortgage Advice Bureau acquires First Mortgage Direct

Mortgage Advice Bureau has announced that it has agreed to acquire 80 per cent of the entire issued share capital ... Read more

Charles Derby merges with Lighthouse
Quilter to hold stake in rival firm

Quilter’s acquisition of the Leeds based financial planner Lighthouse earlier this year will result in Quilter holding a stake in ... Read more

Yutree makes first acquisition

Newmarket commercial insurance brokers Yutree has made its first acquisition, with Philip May of Real Insurance Solutions joining the business ... Read more

Planning for exit – book your place at Gunner and Co.’s popular seminars

Do you know how to prepare your business for sale? Regardless of where your business is on its journey, Gunner ... Read more