• 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

  • £280m Charles Stanley takeover moves step closer

    Charles Stanley's website

  • Raymond James completes takeover of Charles Stanley

    Raymond James' website

  • Gilbert’s AssetCo snaps up River & Mercantile

    Martin Gilbert is chairman of AssetCo

  • Kingswood acquires Yorkshire Planning firm in £1.5m deal

    David Lawrence, UK CEO at Kingswood, said the deal is first of many for the firm this year.

  • Fairstone adds £250m AUA in double Planner acquisition

    Lee Hartley, CEO of Fairstone

  • Verso Wealth Management acquires Chartered firm

  • UBS acquires US robo-adviser Wealthfront for £1bn

    Wealthfront will become a wholly owned subsidiary of UBS

  • Succession buys £175m AUM Oxford IFA

    Succession Wealth has acquired The Oxford Advisory Partnership in an all-cash deal

  • Kingswood snaps up Yorkshire IFA for £2.5m

    Allotts Financial Services' website

  • Lloyds buys Embark for £390m and plans D2C move

    Jackie Leiper, pensions stockbroking and distribution director at Lloyds Banking Group, has now been appointed as CEO of Embark.

  • Scottish wealth manager makes fourth acquisition

    John Home and Chris Tweed

  • Perspective acquires £160m Warwickshire Planner

    Ian Wilkinson, CEO of Perspective, said the firm aims to be the acquirer of choice of Financial Planning firms

  • Kingswood buys Essex IFA for £15.3m

    Kingswood UK CEO David Lawrence

  • Kingswood acquires Hampshire adviser in £3.6m deal

    David Lawrence, UK CEO at Kingswood

  • M&G acquires TCF Investment to launch MPS

    Shanti Keleman, CIO of M&G Wealth

  • Fairstone hits £100m revenues with 3rd acquisition of 2022

    Lee Hartley, CEO at Fairstone

  • Progeny buys RU Group in “highly significant” deal

    Neil Moles, CEO of Progeny

  • AssetCo buys Edinburgh asset manager for £2.8m

    Martin Gilbert, chairman of AssetCo

  • Verso acquires £150m HNW wealth manager

    The acquisition is the second for Verso this year

  • Unique acquires fellow Openwork network Planner

    Unique Financial Planning's website

Page 13 of 21

  • Prev
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • Next

Key Links

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