Ascentric up for sale
Adviser platform Ascentric has been put up for sale by Royal London, following the appointment of a new chief executive, ... Read more
Gunner & Co. advises Lumin Wealth on second acquisition
Lumin Wealth Management is pleased to announce it has acquired Everett MacLeod Limited which completed on 6th January 2020, following ... Read more
Gunner & Co. recruit new Senior Broker to bolster growing team
Leading independent financial adviser brokerage and consultancy, Gunner & Co, has added a new Senior Broker to its growing team, further ... 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
Case Study: Accountancy sells financial advice arm
The background James Joyce* was the sole financial adviser within a larger accountancy business. He wanted to structure a retirement ... Read more
Charles Stanley buys Leeds DFM
Charles Stanley Group announces the acquisition of the Leeds based wealth management company, Myddleton Croft Limited. Formed in 2006 and ... Read more
What should you ask a potential buyer?
Are you embarking on selling your IFA business? If you are entering into talks with a potential buyer, arm yourself ... Read more
Speculation over Zurich Intermediary buyer
Buyers are still being considered for Zurich’s IFA platform, Zurich Intermediary, which is allegedly on sale for over £50m. HSBC ... Read more