One Four Nine acquires Plymouth IFA
- Wednesday, 12 July 2023
- Articles
One Four Nine has made its eighth acquisition with the purchase of Plymouth financial adviser Rainbird & Co.
Read more...Ascot Lloyd buys £323m AUM Swansea IFA
- Monday, 10 July 2023
- Articles
Financial Planning firm Ascot Lloyd has bought Swansea-based IFA Portfolio Financial Consultancy which has £323m assets under management.
Read more...HFMC buys £350m AUA London Planner
- Tuesday, 04 July 2023
- Articles
Expanding Chartered Planner HFMC Wealth has acquired London Chartered Financial Planner Weston-Cummins which has £350m in assets under advice (AUA).
Read more...Lumin Wealth buys Dorset adviser
- Monday, 26 June 2023
- Articles
St Albans Chartered Financial Planner firm Lumin Wealth has acquired Dorset-based mortgage adviser Davidson Deem for an undisclosed amount.
Read more...