Fintel acquires Competent Adviser
- Thursday, 27 July 2023
- Articles
Fintech and support services firm Fintel, the owner of SimplyBiz and Defaqto, has acquired digital knowledge and competence management system Competent Adviser.
Read more...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...