• 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

  • Fairstone acquires 2 firms and adds £120m of funds

    Lee Hartley

  • Fairstone client numbers up 10% to 65,000

    Fairstone CEO Lee Hartley

  • Tavistock secures £650,000 in new investment

    Tavistock website

  • Mattioli Woods maintains acquisition strategy

    Ian Mattioli

  • Newsmakers: Radiant’s CEO Simon Cogman-Hellier

    Simon Cogman-Hellier CEO Radiant Financial Group

  • Tavistock rebuffs fund manager acquisition attempt

    Tavistock's website

  • Fairstone acquires Dundee-based adviser

    Lee Hartley, CEO of Fairstone

  • Lloyds to acquire Embark for £390m

    The sale excludes the Rowanmoor SIPP and SSAS administration business, which is being retained by existing shareholders.

  • Mattioli Woods set for more acquisitions

    Ian Mattioli MBE, CEO at Mattioli Woods

  • Kingswood lines up 12 takeovers despite losses

    Kingswood CEO Gary Wilder

  • Tilney Smith & Williamson targets retiring advisers   

    Tilney S&W website

  • Goldman Sachs may take Nucleus stake - reports

    Goldman Sachs provides a number of services including consumer and wealth management

  • Chase de Vere on acquisition hunt as profits top £23m

    Chase de Vere's website

  • ASHL's new LYNC arm in double planner firm acquisition

    ASHL website

  • Recruiter launches M&A service for adviser firms

    BWD M&A

  • Wren Sterling acquisitions add £400m AUM

    Wren Sterling website

  • Perspective adds £220m AUM with double acquisition

    Ian Wilkinson of Perspective

  • Söderberg takes stakes in 4 more IFA firms

    Soderberg website

  • Loyal North acquires Surrey-based IFA firm

    Loyal North website

  • Financial Planner acquistions boost Chase de Vere

    Chase de Vere CEO Kathleen Gallagher

Page 2 of 2

  • Prev
  • 1
  • 2
  • Next

Key Links

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