Penny Group acquires Midlands Chartered Planner
- Tuesday, 12 March 2024
- Articles
Wealth manager and Chartered Financial Planner The Penny Group has completed its acquisition of Midlands Financial Planning firm Roberts Financial Consultancy (RFC) Ltd for an undisclosed sum.
Read more...Nationwide to snap up Virgin Money for £2.9bn
- Thursday, 07 March 2024
- Articles
Nationwide Building Society is to buy Virgin Money for £2.9bn to create a combined business serving 22.6m customers.
Read more...Elevation acquires £68m AUM West Midlands IFA
- Wednesday, 06 March 2024
- Articles
Privately-owned IFA consolidator Elevation Financial Group has acquired West Midlands-based Thornton Claverley for an undisclosed sum.
Read more...Kingswood buys £111m AUM Irish Financial Planner
- Tuesday, 06 February 2024
- Articles
Fast-growing Financial Planner and wealth manager Kingswood Group has completed the acquisition of Dublin retirement planning advice firm BasePlan through its Irish subsidiary Moloney Investment.
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