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 Equity House Pollen Street Capital.... Read More
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. Forth Financial’s joint director Tom... 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 based in Sale, Cheshire. ASL... 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 by the Financial Conduct Authority.... 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 MyFutureNow, which specialises in pension... Read More
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 by the Financial Conduct Authority... Read More
Prudential to present demerger strategy
Prudential UK, which announced in March 2018 that it would be splitting its UK business M&G Prudential, is set to progress with the demerger in... 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
Perspective opens its first London office
Perspective Financial Group Ltd has announced the opening of its first London office after the acquisition of Thornton Springer Financial Services LLP, one of south... Read More
Brewin Dolphin expands into Bath with IFA acquistion
Brewin Dolphin has announced the acquisition of the assets of Epoch Wealth Management; an IFA firm based in Bath. After the deal completes, managing partner,... Read More