Loyal North buys South East Chartered Planner’s firm
- Wednesday, 23 August 2023
- Articles
Fast growing adviser business acquirer Loyal North has acquired financial advisory firm Paul Wallis Financial Solutions, run by Chartered Financial Planner Paul Wallis, to expand its presence in the South East.
Read more...Progeny acquires Fiscal Engineers
- Monday, 07 August 2023
- Articles
Chartered Financial Planner Progeny has acquired Nottingham-based wealth manager and Financial Planner Fiscal Engineers for an undisclosed sum.
Read more...Wren Sterling acquires Cornwall Planner
- Wednesday, 02 August 2023
- Articles
Wren Sterling has acquired Cornwall-based Financial Planning firm Stockdale & Co.
Read more...Nottingham Planner acquires local IFA
- Wednesday, 02 August 2023
- Articles
George Square Financial Management has acquired fellow Nottingham-based Financial Planning firm Taylor McGill.
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