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  • Saltus acquires London Chartered Financial Planning firm

    Saltus' website

  • Options parent acquires Mercer SIPP business in £3.3m deal

    Alan Kentish, CEO of STM Group

  • Private equity-backed firm acquires Metis Wealth

    Hurst Point Group was launched in 2019 to manage investments by private equity firm The Carlyle Group in the UK wealth sector

  • Glasgow Planner sells client book to Evelyn Partners

    Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy

  • Private Equity firm PCP takes majority stake in Saltus

    Saltus' website

  • Phoenix Group to acquire Sun Life in £248m deal

    Phoenix rebranded its visual identity earlier this year to reflect its more consumer-led brand.

  • TEAM completes double adviser acquisition

    TEAM's website

  • Evelyn acquires Beaconsfield Planner firm

    Steve Wilson, founder of 2hWealthcare

  • Tatton completes £7m DFM acquisition

    Tatton Asset Management's website

  • Verso acquires Glasgow Planner firm

    Verso Wealth Management is a digitally-driven wealth management group

  • Financial Planner completes double acquisition

    The acquisitions bring £1.1bn in assets under management to Finitor.

  • STM completes £3.3m Mercer SIPP business acquisition

    Alan Kentish, CEO of STM

  • Evelyn acquires Newcastle Chartered Planner firm

    Scholes & Brown has joined under Evelyn Partners' succession scheme

  • Consolidator Radiant acquires 2 Scottish Planners

    Simon Cogman-Hellier, CEO of Radiant Financial Group, said the firm is looking for more Scottish acquisitions

  • Brewin acquisition by RBC gains regulatory approval

    Brewin Dolphin's website

  • Frenkel Topping acquires 2 firms

    Frenkel Topping's website

  • Radiant Financial Group acquires 3 adviser firms

    Simon Cogman-Hellier, CEO at Radiant Financial Group

  • Kingswood enters Irish market with £23m acquisition

    David Lawrence, CEO at Kingswood Group

  • Adviser trainer acquired by education consolidator

    Redmill offers remote training including reading materials, videos, e-learning content, assessments and exams.

  • Brooks Macdonald buys Manchester Planner

    Brooks Macdonald's Andrew Shepherd

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