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Kingswood buys Essex IFA for £15.3m

Monday, 07 February 2022
Articles
Kingswood UK CEO David Lawrence

Acquisitive Financial Planning group Kingswood has acquired Essex-based IFA Joseph R Lamb for £15.3m as its buying spree continues.

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Perspective acquires £160m Warwickshire Planner

Wednesday, 02 February 2022
Articles
Ian Wilkinson, CEO of Perspective, said the firm aims to be the acquirer of choice of Financial Planning firms

Rapidly-growing Financial Planner and wealth manager Perspective has acquired Warwickshire-based Financial Planning firm Beanland Financial Services.

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Scottish wealth manager makes fourth acquisition

Tuesday, 01 February 2022
Articles
John Home and Chris Tweed

Scottish wealth manager Tweed Wealth Management has acquired Inverness-based John Home Wealth Management.

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Lloyds buys Embark for £390m and plans D2C move

Tuesday, 01 February 2022
Articles
Jackie Leiper, pensions stockbroking and distribution director at Lloyds Banking Group, has now been appointed as CEO of Embark.

Lloyds Banking Group has completed its acquisition of retirement and wealth management firm Embark Group and shared plans for the launch of an Embark direct-to-consumer investment service.

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