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  • 7IM's Partners Wealth buys Johnston Carmichael Wealth

    City of London-based Partners Wealth Management has completed the acquisition of Aberdeen-based Johnston Carmichael Wealth for an undisclosed sum.

  • Brooks completes £50m sale of international business

    Wealth manager and Financial Planner Brooks Macdonald has completed the sale of Brooks Macdonald Asset Management (International) to Canaccord Genuity Wealth.

  • Tavistock completes takeover of £3bn AUM DFM

    Wealth manager Tavistock has completed its £6m deal to buy asset manager and Discretionary Fund Manager (DFM) Alpha Beta Partners (ABP).

  • Saltus takes over Newcastle Planner Lowes

    Financial Planner and wealth manager Saltus has bought Newcastle-based Financial Planning firm Lowes Financial Management for an undisclosed amount.

  • Benchmark acquires £200m AUA Yorkshire adviser

    Financial Planning solutions provider Benchmark Capital, part of Schroders, is to acquire Huddersfield-based adviser firm Robertson Baxter.

  • WBR acquires Standard Life’s £403m SSAS book

    SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Standard Life for an undisclosed sum.

  • Shackleton snaps up £300m AUM Norfolk Planner

    Fast-growing Chartered Financial Adviser and wealth manager Shackleton, formerly Skerritts, has acquired Norfolk-based firm Harrold Financial Planning Ltd for an undisclosed sum.

  • Nest acquires stake in pension capital investor

    Nest, the pension scheme with the highest number of members in the UK, has acquired a 10% stake in the holding company of global pension capital investor IFM Investors.

  • Brooks Macdonald completes £45m LIFT deal

    Wealth manager and Financial Planner Brooks Macdonald has completed its acquisition of Chartered Financial Planners LIFT-Financial Group Limited and LIFT-Invest for £45m.

  • Isle of Man firm acquires Liverpool-based wealth manager

    Isle of Man financial services holding company Manx Financial Group has acquired Liverpool-based wealth manager CAM Wealth Group.

  • Söderberg takes stake in 3 more UK Planners

    Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in three Financial Planning firms as it continues its strategy of taking stakes in UK advisers.

  • Milecross snaps up Milton Keynes Financial Planner

    Acquisitive Northern Ireland financial adviser Milecross Financial has bought Milton Keynes-based Financial Planning firm The Martin Cliffe Practice for an undisclosed amount and plans further deals in 2025.

  • Foster Denovo acquires £300m AUA Midlands IFA

    Foster Denovo has acquired Midlands-based Brian Mole Independent Financial Advisers, adding £300m in assets under advice.

  • Brooks Macdonald completes acquisition of Norwich Planner

    Wealth manager and Financial Planner Brooks Macdonald has completed the acquisition of Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.

  • MKC Wealth acquires 2 firms in Greater Manchester

    MKC Wealth, the expanding wealth manager backed by Cabot Square Capital, has acquired two adviser firms.

  • Succession Wealth snaps up £1.1bn AUA True Wealth

    Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.

  • WBR acquires Bristol-based SSAS administrator.

    Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired SSAS administrator NM Perris & Co Ltd.

  • Advanta snaps up £800m AUM south west Planner

    Fast-growing wealth manager and Financial Planner Advanta Solutions, owner of Chartered Financial Planner Advanta Wealth, has acquired south west-based City Financial Planning for an undisclosed amount, adding a further £800m of AUM. 

  • Brooks Macdonald snaps up £170m AUM Cardiff Planner

    Wealth manager and Financial Planner Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.

  • Ascot Lloyd acquires £254m AUA adviser

    Financial Planning firm Ascot Lloyd has acquired Scottish adviser Create and Prosper Financial Services for an undisclosed amount.

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