IFA Acquisitions

Lofthouse Gate and Mortgage Find become latest Fairstone acquisitions

Fairstone, one of the UK’s largest Chartered Financial Planning firms, has announced that Lofthouse Gate and Mortgage Find have been ... Read more

Ascot Lloyd’s 8 potential acquisitions

Ascot Lloyd chief executive Nigel Stockton has revealed the firm has eight potential IFA purchases in the pipeline. This comes ... Read more

Kingswood secures funding for acquisitions

Kingswood Holdings Limited, the integrated wealth management group, has announced it has raised £80M of funding for acquisitions from Private ... Read more

Strategic sale
Tenet acquires Forth Financial Services

Forth Financial Services, an Edinburgh-based IFA, has been purchased by Tenet. The acquisition marks Tenet’s first practice buyout in Scotland.  ... Read more

Sanlam UK acquires Avidus Scott Lang

Sanlam UK has expanded its northern hub with the purchase of a 55% stake in Avidus Scott Lang, an IFA ... Read more

FCA approves acquisition of IFG Group

Epiris, the London-based private equity firm, which acquired IFG Group in March of this year, has had the transaction approved ... Read more

Legal & General Retail Retirement acquires MyFutureNow

Legal & General Retail Retirement (LGRR) has, for an undisclosed price, purchased a 100% stake in Finovation Limited, trading as ... Read more

Gunner & Co. work with Harwood Wealth on IFA Sales. In this article Harwood announce the purchase of 3 IFA business sales, and some data on IFA valuations
Swansea wealth manager purchases Crescent Financial

Portfolio Financial Consultancy, a Swansea-based wealth management firm, has acquired Crescent Financial. Crescent Financial was previously suspended from regulated activities ... Read more