Truinvest acquires Group Rapport and Bromwich Financial Planning

Financial Planning Group Truinvest made its first two acquisitions since its formation last year and said that more acquisitions are to follow. 

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Kingswood acquires Sterling Trust in £18m deal

Kingswood has acquired regional Financial Planner Sterling Trust, doubling its wealth advisory and Financial Planning business, with three more UK acquisitions in the pipeline.

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IWP acquires London Financial Planner Clairville York

Expanding national Financial Planning firm Independent Wealth Planners (IWP) has acquired London Financial Planner Clairville York Financial Advisers, the company’s eighth ‘hub.’

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SJP drops acquisition of Irish Financial Planner

Wealth manager St James’s Place has dropped plans to acquire Dublin-based Irish Financial Planner firm Harvest Financial Services Limited.

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