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
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
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
Harwood announces 3 IFA Acquisitions
Harwood Wealth Management Group, a well-known national financial planning and discretionary wealth management business and facilitator of IFA sales, announces ... Read more
Perspective Financial Group makes its fourth acquisition of the year
Perspective Financial Group Ltd, the widely respected and progressive national financial planning and wealth management Group, has announced it has ... Read more
LendInvest consider floating on the stock market
LendInvest is considering an initial public offering, with hopes of a £500m valuation, the firm has confirmed in a statement. ... Read more
Quilter purchases two financial planners
Stephen Spires Financial Consultants and Freedom Financial Planning have been purchased by Quilter Private Client Advisers in what is Quilter’s ... Read more