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Socium withdraws offer for Beaufort

Adviser network Socium Group has withdrawn its acquisition offer for financial advice firm Beaufort Group.


Progeny acquires Scottish Financial Planner

Expanding Financial Planning firm Progeny has acquired Ayrshire-based Financial Planner Affinity as it extends its offering in Scotland.


Exclusive: Kingswood to continue flexible working

David Lawrence, chief executive for wealth management at Financial Planner Kingswood, has spoken exclusively to Financial Planning Today for our latest Newsmakers interview on how the Coronavirus pandemic has changed working practices at the firm and its acquisitions pipeline for 2021.


Cullen Wealth in MBO as it looks for acquisitions

Cheshire-based independent financial adviser Cullen Wealth has received a £4m loan to support a management buy-out and a hunt for acquisitions.

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