• 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

  • New wealth manager buys £200m AUM Yorkshire Planner

    Mark Howlett, CEO at Liberate Wealth

  • Progeny acquires 4-office Scottish Chartered Planner firm

    Carbon Financial Partners MD Gordon Wilson

  • Lumin Wealth acquires £95m AUM Bucks Planner

    Lumin Wealth website

  • Fairstone adds £380m AUM with 2 acquisitions

    Lee Hartley, Fairstone CEO

  • Loyal North acquires Scottish Borders Planning firm

    Loyal North's website

  • Courtiers adds £105m AUM with fifth acquisition

    Jamie Shepherd, chief executive at Courtiers

  • Private equity firm to acquire Titan Wealth

    Andrew Fearon, joint CEO and head of M&A at Titan Wealth

  • Foster Denovo buys £110m AUM Hants adviser

    Foster Denovo website

  • Titan Wealth acquires £4bn AUM Bristol Planner

    Andrew Fearon, joint group chief executive and head of M&A at Titan

  • Foster Denovo acquires employee benefits business

    Roger Brosch, Foster Denovo chief executive and David Taylor, Punter Southall Aspire managing director.

  • Chartered Planner Fairey snaps up £100m AUM Norfolk rival

    Fairey Associates website

  • Fintel snaps up Synaptic Software in £4m deal

    Fintel co-CEO Neil Stevens

  • Evelyn Partners acquires Bucks tax adviser

    Jonny Hague, Margaret El Khalidi, Keir Singleton (all Harwood Hutton), Tom Shave (Evelyn Partners), David Jones (Harwood Hutton), Giles Murphy (Evelyn Partners) and Adam Stronach (Harwood Hutton)

  • Liberate Wealth acquires £275m AUM Planner

    Mark Howlett, chief executive, Liberate

  • 7IM buys £1bn AUM London Financial Planner

    7IM website

  • MKC Wealth acquires 2 firms and £90m in AUA

    MKC Wealth website

  • Sweden's Söderberg completes 4th UK adviser deal

    Söderberg website

  • Close Brothers acquires Dorset Chartered firm

    CBAM's website

  • Expanding Prosperis acquires Newcastle IFA

    Prosperis' website

  • Söderberg takes stakes in 2 more UK firms

    Soderberg website

Page 18 of 20

  • Prev
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • Next

Key Links

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