Kingswood completes Sterling Trust acquisition
- Monday, 09 October 2023
- Articles
Fast-growing Financial Planner and wealth manager Kingswood Group has completed its acquisition of Sterling Trust Financial Consulting after making the final deferred consideration payment of £1.775m.
Read more...Foster Denovo acquires Newcastle Chartered Planner
- Wednesday, 27 September 2023
- Articles
National advice firm Foster Denovo is to acquire £220m AUM Chartered Financial Planning firm Wade Financial.
Read more...Nucleus completes £242m Curtis Banks acquisition
- Tuesday, 26 September 2023
- Articles
Nucleus Financial Platforms has completed its £242m acquisition of SIPP and SSAS provider Curtis Banks to create a retirement-focused adviser platform with approximately £80bn in Assets Under Management.
Read more...Skerritts acquires Kent-based Financial Planner
- Thursday, 14 September 2023
- Articles
Expanding South Coast-based wealth manager and adviser firm Skerritts Group has acquired Kent-based Financial Planning firm Ambrose Fisher.
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