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  • Curtis Banks website

    Curtis Banks confirms bid approach from Nucleus

  • Verso has completed five acquisitions in 2022, including four Financial Planning and wealth management firms.

    Verso boosts assets by £725m with 2 Planner acquisitions

  • Perspective CEO Ian Wilkinson

    Perspective snaps up 12th adviser firm in 2022

  • Nucleus website

    Nucleus to buy Curtis Banks for £242m

  • Skerritts website

    Skerritts buys £62m AUM Kent Financial Planner

  • From left to right: Steven Quirk, Katherine Ellis, Alex McNee, Dave Brew.

    Boston Family Office buys Fedelta Trust

  • Both firms are SJP partner practices

    Apollo acquires fellow SJP firm Debra Wait WM

  • L-R: Sue Royle, Stephen Jones and Nick Crowe

    Cooper Parry buys third London Financial Planner

  • Holborn Financial managing director and founder Emyr Blease

    London-based Chartered Planner buys Hants IFA

  • Irwin Mitchell's website

    Irwin Mitchell acquires Leeds wealth manager

  • Tavistock website

    Tavistock buys 200 adviser protection firm for £7m

  • John Ions, chief executive, Liontrust

    Liontrust confirms potential bid for GAM

  • Steve Herkes, Gordon Laing, and Lindsay Darroch of Gilson Gray

    Scottish law firm buys fellow SJP partner business

  • Gaudi's website

    Platform One buys SIPP provider and fintech Gaudi

  • M&G Wealth and The Exit Partnership surveyed 150 advisers during a webinar in April.

    Half of Planners looking to sell in next 5 years

  • Mattioli Woods' website

    Mattioli acquires Lincoln mortgage adviser

  • John Ions, CEO of Liontrust

    Liontrust buys rival GAM to form £53bn AUM firm

  • James Stevenson, Succession Wealth chief executive

    Succession buys £170m AUM Edinburgh firm

  • Lee Hartley, CEO at Fairstone

    Fairstone acquires 12-adviser Essex IFA

  • Ian Wilkinson, CEO of Perspective

    Perspective expands into NI as it makes 4 acquisitions

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