CMS purchase AssetWise Associates
AssetWise Associates (AWA), a Wingrave-based financial planner, will be joining forces with the CMS group. The principals of AWA, Debbie and Paul Ormerod, will remain... Read More
AFH back in the market
AFH is seeking to acquire more firms. After taking a break from acquisitions since September, when Gunner & Co. advised them on the acquisition of... Read More
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 purchased through Tenet’s practice buyout... Read More
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 establishment of a Nottinghamshire hub,... 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, Kingswood confirmed that the firm... Read More
Quilter completes three acquisitions
Quilter Private Client Advisers – Quilter’s national advice business – has completed the purchase of Petrus Financial Services, ROC Consultants and M.J.S Wilson & Co.... 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 of First Mortgage Direct Limited... Read More
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 rival Tavistock Investments, due to... 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 from the 1st of December.... 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 & Co.’s “planning for exit” seminar... Read More