Loyal North acquires Scottish Borders Planning firm
- Friday, 03 November 2023
- Articles
Loyal North has acquired Scottish Borders-based Financial Planning firm Sovereign Financial Services for an undisclosed sum.
Read more...Scottish Financial Planner makes first acquisition
- Wednesday, 01 November 2023
- Articles
Financial Planning firm Calton Wealth Management has acquired fellow Scottish adviser firm Morrison Personalised Wealth Management (MPWM), its first acquisition.
Read more...Progeny acquires 4-office Scottish Chartered Planner firm
- Tuesday, 24 October 2023
- Articles
Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.
Read more...Scottish adviser firm fails with BSPS claims
- Tuesday, 05 September 2023
- Articles
Scottish financial adviser firm MLM Wealth Management Limited (trading as MLM Financial Services / FRN 784277) has been declared as failed by the Financial Services Compensation Scheme (FSCS).
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