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Hurst Point buys City-based Planner Helm Godfrey

Private equity-backed wealth manager Hurst Point has acquired well known City-based Financial Planning and wealth management firm Helm Godfrey.

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Wren Sterling moves into NI with double acquisition

Nottingham-based Financial Planner Wren Sterling has expanded into Northern Ireland with the acquisition of Ralston Bennett Financial Planning and Aspects Financial.

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Gilson Gray acquires fellow SJP firm

The financial management arm of Scottish law firm Gilson Gray has acquired boutique wealth manager and fellow St James’s Place network firm Wilson Financial.

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Perspective expands into NI as it makes 4 acquisitions

Fast growing wealth manager and Financial Planner Perspective Group has expanded into Northern Ireland as it acquires four more financial advice firms, adding £240m in Assets Under Management.

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