Progeny acquires 4-office Scottish Chartered Planner firm

Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.

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New wealth manager buys £200m AUM Yorkshire Planner

New wealth manager and Financial Planner Liberate Wealth has acquired Yorkshire-based Ebor Financial Planning.

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Perspective notches up 75th adviser acquisition

Fast growing wealth manager Perspective Financial Group has acquired two financial advice firms to push its total of acquired firms to 75.

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MKC acquires Wimbledon Chartered Planner

Expanding wealth manager and Financial Planner MKC Wealth has acquired Wimbledon Chartered Financial Planning firm Holborn Financial for an undisclosed sum.

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