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  • 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

  • Hurst Point acquires 2-office wealth manager

    Hurst Point logo

  • Progeny buys 3-office South East Chartered Planner

    Steve Burns, managing director of Lewis Brownlee Financial Services

  • Benchmark takes stake in West Midlands Chartered Planner

    Gavin Roberts, owner and Chartered Financial Planner at Chartered Independent

  • Curtis Banks confirms bid approach from Nucleus

    Curtis Banks website

  • Verso boosts assets by £725m with 2 Planner acquisitions

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

  • Perspective snaps up 12th adviser firm in 2022

    Perspective CEO Ian Wilkinson

  • Nucleus to buy Curtis Banks for £242m

    Nucleus website

  • Skerritts buys £62m AUM Kent Financial Planner

    Skerritts website

  • Boston Family Office buys Fedelta Trust

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

  • Apollo acquires fellow SJP firm Debra Wait WM

    Both firms are SJP partner practices

  • Cooper Parry buys third London Financial Planner

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

  • London-based Chartered Planner buys Hants IFA

    Holborn Financial managing director and founder Emyr Blease

  • Irwin Mitchell acquires Leeds wealth manager

    Irwin Mitchell's website

  • Tavistock buys 200 adviser protection firm for £7m

    Tavistock website

  • Liontrust confirms potential bid for GAM

    John Ions, chief executive, Liontrust

  • Scottish law firm buys fellow SJP partner business

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

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