Takeover of Harwood Wealth moves to shareholder vote

 

Acquisitive Financial Planning-focused wealth manager Harwood Wealth has revealed more details of its own takeover by global private equity firm Carlyle.

Read more...

FCA approves £206m Saunderson House parent takeover

The FCA has given the green light to the private equity takeover of IFG Group, parent company to Financial Planner and wealth manager Saunderson House and SIPP and platform provider James Hay.

Read more...

SimplyBiz buys Defaqto in £74.3m deal

Adviser support company SimplyBiz is to buy technology and data provider Defaqto in a deal worth a total of £74.3m.

Read more...

Ascot Lloyd buys rival adviser firm Newell Palmer

Wealth manager and Financial Planner Ascot Lloyd is to take over fast growing rival Newell Palmer, which bought its 51st IFA firm only this year.

Read more...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/