Verso boosts assets by £725m with 2 Planner acquisitions
- Wednesday, 14 December 2022
- Articles
Verso Wealth Management has acquired Heritage Independent Financial Advisers and IEP Financial Limited today for undisclosed sums.
Read more...Curtis Banks confirms bid approach from Nucleus
- Friday, 25 November 2022
- Articles
SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.
Read more...Benchmark takes stake in West Midlands Chartered Planner
- Tuesday, 22 November 2022
- Articles
Benchmark Capital has acquired a 49% stake in West Midlands-based Chartered Financial Planning firm Chartered Independent.
Read more...Progeny buys 3-office South East Chartered Planner
- Tuesday, 22 November 2022
- Articles
Fast-growing Financial Planning firm Progeny Group has acquired three-office Chartered Financial Planning firm Lewis Brownlee Financial Services to expand in the South of England.
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