Skerritts acquires Kent-based Financial Planner
- Thursday, 14 September 2023
- Articles
Expanding South Coast-based wealth manager and adviser firm Skerritts Group has acquired Kent-based Financial Planning firm Ambrose Fisher.
Read more...Lancashire Financial Planner acquired by One Four Nine
- Tuesday, 12 September 2023
- Articles
Lancashire Financial Planner and wealth manager 1st Chartered Financial Planning will rebrand as One Four Nine Wealth Limited after being acquired by investment management firm One Four Nine Group.
Read more...Pension Superfund lowers offer for SIPP firm STM
- Wednesday, 06 September 2023
- Articles
Investment vehicle Pension SuperFund Capital has lowered its offer for SIPP provider STM Group from 70p per share to 67p per share.
Read more...Loyal North buys South East Chartered Planner’s firm
- Wednesday, 23 August 2023
- Articles
Fast growing adviser business acquirer Loyal North has acquired financial advisory firm Paul Wallis Financial Solutions, run by Chartered Financial Planner Paul Wallis, to expand its presence in the South East.
Read more...