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Canaccord scales up Planning ambitions with Scottish deal
Zedra to buy global private client fiduciary firm
Perspective buys £240m AUM Essex adviser firm
Skerritts buys North West Financial Planning firm
HFMC Wealth buys London adviser Harford Financial
Fairstone completes takeover of £160m AUM Chartered firm
Atomos buys 2 regional adviser firms
FCA warns firms on selling client banks
Wealth manager buys 3rd Planner firm in £2.4m deal
Perspective adds £190m AUM with two acquisitions
Söderberg takes 'significant' stake in Chartered Planner
Chartered Planner buys Punter Southall FP arm
Ascot Lloyd hunts for new CEO as Stockton exits
Virgin Money buys out Abrdn JV for £20m
Global CFP numbers rise 5% with growth in UK
MKC acquires Wealth for Women planning firm
£17bn AUM wealth manager created as 2 firms merge
Fairstone steps up acquisition plans in 2024
Nationwide to snap up Virgin Money for £2.9bn
PE firm Pollen Street to buy Mattioli Woods for £432m
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