• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • 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.

  • Brooks Macdonald pays £45m for LIFT Financial  

    Wealth manager and Financial Planner Brooks Macdonald has acquired LIFT Financial Group Ltd and LIFT Invest for £45m.

  • Insurance giant takes stake in wealth manager

    Insurance giant Willis Towers Watson has acquired a stable in wealth manager Atomos as it looks to expand its presence in the UK wealth market.

  • Loyal North adds 2 acquisitions to boost AUM by £56m

    Fast-growing Financial Planning and wealth management group Loyal North has completed two more acquisitions in Hertford and Essex, adding £56m in AUM.

  • Brooks Macdonald buys £1.19bn AUM Norwich Planner

    Wealth manager and Financial Planner Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.

  • FE Fundinfo acquires product selection tool provider

    Fintech and data firm FE Fundinfo has acquired adviser platform and product selection tool provider AdviserAsset.

  • £5.4bn takeover of Hargreaves Lansdown moves closer

    The acquisition of platform provider Hargreaves Lansdown by a private equity-led consortium has moved a step closer today as the scheme of arrangement was officially confirmed.

  • Foster Denovo snaps up £200m Glasgow IFA

    Expanding national advice firm Foster Denovo has acquired £200m AUM Glasgow-based financial advisers Rosemount Asset Management for an undisclosed amount, the firm’s fourth acquisition in 12 months.

Page 2 of 19

  • Prev
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Sitemap
  • Contact the Newsdesk
Copyright © 2025 Financial Planning Today. All Rights Reserved.