M&A could create more sustainable Planning profession
- Tuesday, 11 January 2022
- Articles
Increased consolidation among Financial Planning firms could create a more sustainable profession, according to a number of Financial Planners.
Read more...Royal London offers exclusive merger talks to LV=
- Monday, 13 December 2021
- Articles
Royal London confirmed today it was offering exclusive talks with fellow mutual LV= about a possible merger after a £530m bid by US private equity firm Bain Capital for LV= collapsed last week.
Read more...Transact bolsters M&A help for adviser firms
- Wednesday, 08 December 2021
- Articles
Adviser platform Transact has stepped up its efforts to act as an introducer for advice firm acquisitions.
Read more...New Planning group launches with two acquisitions
- Tuesday, 19 October 2021
- Articles
A new Financial Planning and fund management firm launched today with the acquisition of Charter Financial Planning and Rice Whatmough Crozier.
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