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. 


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.


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.’


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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