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  • Fairstone adds 2 firms to buy-out scheme

    Fairstone CEO Lee Hartley

  • Perspective snaps up 4 IFAs in acquisition spree

    CEO Ian Wilkinson said that the firm expects to complete at least four more acquisitions before the end of 2021.

  • Sanlam to sell UK Planning business

    When contacted Financial Planning Today, South African-owned Sanlam declined to comment on the sale.

  • STM makes COO redundant as it downsizes exec team

    STM Group is reducing its executive director team from three to two.

  • Exclusive: True Potential CEO warns about high bids for firms

    True Potential chief executive Daniel Harrison spoke to Financial Planning Today about the firm's deal with Cinven

  • New Planning group launches with two acquisitions

    One Four Nine launched today with two acquisitions

  • Transact bolsters M&A help for adviser firms

    Transact is looking to create a “shop window” for buyers to anonymously confirm their interest in sellers.

  • Royal London offers exclusive merger talks to LV=

    Royal London logo

  • M&A could create more sustainable Planning profession

    Martin Bamford, Financial Planner at Informed Choice, said increased M&A activity could provide career opportunities for some advisers and could provide good hunting grounds for Financial Planning firms looking to hire.

  • Expect more US PE-financed Planner deals in 2022

    New Financial Planning group One Four Nine launched in October with the acquisition of Charter Financial Planning and Riche Whatmough Crozier, backed by private equity house Copper Street Capital.

  • Provider consolidation could test Planners in 2022

    Financial Planners are preparing for provider disruption in 2022

  • 6 in 10 Financial Planning bosses looking to exit

    Gunner & Co surveyed 106 Financial Planning firm owners in February

  • ValidPath launches advice firm sale solution

    Ray Adams, Chartered Financial Planner and founder of CashCalc, said the ValidPath solution could be a gamechanger for advisers

  • Brooks Macdonald to acquire £250m Midlands IFA

    Integrity Wealth Solutions

  • Wealth firm acquisitions boost profit 83% for 7IM

    7IM's website

  • Revenue increases 488% for Kingswood

    David Lawrence, CEO at Kingswood

  • TEAM completes double adviser acquisition

    TEAM's website

  • Wren Sterling buys 2 firms to add £330m in AUM

    James Twining, chief executive, Wren Sterling

  • Kingswood profits up but revenues fall

    Kingswood's website

  • Perspective adds £310m AUM with 4 acquisitions

    Ian Wilkinson, CEO of Perspective

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