PE-backed Exeter IFA makes third acquisition
- Tuesday, 18 January 2022
- Articles
Exeter-based IFA Shipman Group has acquired MHS Monahans Wealth Management from Chartered Accountants MHA Monahans for an undisclosed sum.
Read more...Socium responds to speculation on Beaufort deal
- Wednesday, 19 May 2021
- Articles
Advice group Socium has responded to speculation about its withdrawn offer to buy financial adviser network and DFM Beaufort.
Read more...Socium withdraws offer for Beaufort
- Wednesday, 21 April 2021
- Articles
Adviser network Socium Group has withdrawn its acquisition offer for financial advice firm Beaufort Group.
Read more...Network targets adviser acquisitions with Beaufort Group buy
- Thursday, 03 September 2020
- Articles
The Socium Group has acquired the Beaufort Group with part of its £160m war chest to acquire Financial Planning businesses across the UK.
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