Retiring IFA

Gunner and co.
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

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

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

Brewin Dolphin
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

Retirement Planning
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 Private Clients
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