Liberate Wealth acquires £275m AUM Planner

Wealth manager and Financial Planner Liberate Wealth has acquired £275m AUM Somerset-based Financial Planner Stafford House Investments for an undisclosed amount.

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Evelyn Partners acquires Bucks tax adviser

National wealth manager and Financial Planner Evelyn Partners has acquired Bucks-based Harwood Hutton, a firm of accountants, tax advisers and business specialists.

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Fintel snaps up Synaptic Software in £4m deal

Acquisitive fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired Synaptic Software from AdvancedAdvT Limited in a £4m deal, subject to regulatory approval.

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Chartered Planner Fairey snaps up £100m AUM Norfolk rival

East Anglian Chartered Financial Planning firm Fairey Associates has acquired Norfolk’s £100m AUM Tailored Retirement & Investment Planning for an undisclosed sum.

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