Lumin Wealth buys Dorset adviser
- Monday, 26 June 2023
- Articles
St Albans Chartered Financial Planner firm Lumin Wealth has acquired Dorset-based mortgage adviser Davidson Deem for an undisclosed amount.
Read more...Former SJP partner CFO acquires Midlands IFA
- Thursday, 15 June 2023
- Articles
Wealth management veteran Tyron Edmonds has acquired West Midlands-based IFA Jackson Hodge Wealth.
Read more...Evelyn snaps up £739m AUM Dart Capital
- Monday, 12 June 2023
- Articles
Wealth management and professional services group Evelyn Partners has struck a deal to acquire Dart Capital, a City of London boutique wealth manager for an undisclosed amount.
Read more...Ex-PFS President Sutton sells Thornton for £2.5m
- Tuesday, 06 June 2023
- Articles
Former Personal Finance Society President Sharon Sutton has sold the Isle of Man Financial Planning firm she founded in 2000 to Jersey-based expanding firm TEAM Plc for up to £2.5m.
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