Kingswood buys Surrey Chartered Financial Planner for £3.45m

Wealth manager and Financial Planner Kingswood is to acquire Surrey-based Chartered Financial Planner firm Regency Investment Services for £3.45m.

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Beaufort Financial expands after private equity deal

National IFA firm Beaufort Financial, part of Beaufort Group, has added two appointed rep firms as it continues to expand.  

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Sense IFA network sold for £9.35m

The Sense IFA Network has been sold to new owners for £9.35m.

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Fairstone acquires Berkshire IFA - with more deals on way

Expanding Chartered Financial Planning firm Fairstone has acquired Berkshire-based financial adviser Chiltern House as it continues its 2020 growth plans.

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