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  • 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

  • Westerby acquires SIPP administrator CPPL

    Les McLintic, group chairman at Westerby

  • Amber River acquires £380m Chartered Planner

    Amber River was formerly known as Socium Group

  • River & Mercantile shareholders back AssetCo takeover

    River & Mercantile's website

  • PE firm injects £100m funding into Foster Denovo

    Roger Brosch, CEO of Foster Denovo

  • Saltus acquires £160m AUM Hertfordshire wealth manager

    Saltus' website

  • Allfunds to acquire Web Financial for £120m

    Allfunds' website

  • Tatton to acquire 50% of DFM 8AM for £7m

    Tatton Asset Management's website

  • Change in Private Equity owners for Ascot Lloyd

    Nigel Stockton, CEO of Ascot Lloyd

  • Hybrid advice start-up acquires London IFA

    Aventur was co-founded by Thomas Young and Stacey Body in April 2021.

  • Perspective acquires £50m AUM Cambridgeshire Planner

    Ian Wilkinson, CEO of Perspective, said the firm expects to make several more acquisitions this year and next year.

  • Private Equity-backed Planner makes 2 acquisitions

    Chartered Financial Planning firm Skerritts' website

  • Fairstone acquires £135m AUM Chartered Planner

    Fairstone CEO Lee Hartley

  • Tilney acquires Scottish Financial Planning firm

    Tilney Smith & Williamson plans to rebrand to Evelyn Partners this summer

  • Irwin Mitchell acquires Cheshire £100m AUM Chartered Planner

    Mark Shotton, managing director at TWP Wealth, who will head up the combined TWP and Irwin Mitchell wealth management service

  • Progeny acquires Hampshire Planner

    Neil Moles, CEO of Progeny

  • Kingswood completes acquisition of Lincolnshire IFA

    Kingswood's website

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