Liberate Wealth acquires £275m AUM Planner
- Tuesday, 05 December 2023
- Articles
Wealth manager and Financial Planner Liberate Wealth has acquired £275m AUM Somerset-based Financial Planner Stafford House Investments for an undisclosed amount.
Read more...Evelyn Partners acquires Bucks tax adviser
- Tuesday, 05 December 2023
- Articles
National wealth manager and Financial Planner Evelyn Partners has acquired Bucks-based Harwood Hutton, a firm of accountants, tax advisers and business specialists.
Read more...Fintel snaps up Synaptic Software in £4m deal
- Tuesday, 05 December 2023
- Articles
Acquisitive fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired Synaptic Software from AdvancedAdvT Limited in a £4m deal, subject to regulatory approval.
Read more...Chartered Planner Fairey snaps up £100m AUM Norfolk rival
- Monday, 27 November 2023
- Articles
East Anglian Chartered Financial Planning firm Fairey Associates has acquired Norfolk’s £100m AUM Tailored Retirement & Investment Planning for an undisclosed sum.
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