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  • Kingswood acquires Yorkshire Planner for £3.4m

    Kingswood UK CEO David Lawrence
  • Bain outlines plans for takeover target LV=

    Members are set to receive £111m in one-off payments should the deal with Bain Capital go ahead via a Part VII transfer.
  • Quilter gets go ahead for business sale

    Quilter recently restructured its UK wealth management business as the sale of its international arm draws closer to completion
  • LV= chair attacks Royal London intervention

    Alan Cook, chairman of LV=
  • Private equity-backed MWA buys wealth manager

    MWA Financial executive chairman Ed Rosengarten
  • Business as usual 'not an option' says LV=

    The board of LV= continues to unanimously recommend the transaction with Bain Capital.
  • Kingswood buys MPS and IFA group for £9.6m

    David Lawrence, UK CEO at Kingswood
  • Quilter sells Lighthouse advice arm

    Quilter acquired the Lighthouse Group in 2019
  • IWP acquires £260m Southport Chartered Planning firm

    IWP's website
  • FNZ acquires Appway to boost client onboarding

    Adrian Durham, CEO of FNZ
  • Liontrust to buy Majedie Asset Management

    John Ions, chief executive of Liontrust
  • LV= chair to quit after private equity deal rejected

    The board of LV= continues to unanimously recommend the transaction with Bain Capital.
  • iPensions acquires £500m assets of closed SIPP firm

    iPensions' website
  • Canaccord to buy Punter Southall Wealth for £164m

    CGWM said it also expects to pay approximately £6m in retention and incentive awards, both cash and equity.
  • IWP acquires £135m wealth manager in 30th deal

    IWP's website
  • Kingswood completes “milestone” acquisition

    David Lawrence, UK CEO at Kingswood
  • One Four Nine buys Surrey-based Chartered Planner

    One Four Nine launched in October
  • Tilney acquires Essex IFA firm

    L-R: Steve Jupp and Richard Dawes
  • IFA consolidator Elevation acquires Essex IFA

    Elevation Financial Group is a privately owned national IFA consolidator formed in 2011
  • Prosperis acquires Yorkshire Planning firm

    AJ Hird is the third of four deals in Prosperis' acquisition pipeline

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