Bolton-based business advisory platform K3 Capital Group has launched a financial services division built around significant new investments in Pareto Financial Planning and Luna Investment Management.
Read more ...K3 takes stakes in 2 advisers as it launches new division
- Wednesday, 20 August 2025
- Articles

Shackleton buys £900m AUM South West Planner Chetwood
- Thursday, 03 July 2025
- Articles

Expanding Financial Planner Shackleton has acquired South West-based Financial Planning and wealth management group Chetwood, adding £900m in AUM to its assets.
Read more ...Editor’s Comment: Time to halt 'anti-social' social media
- Friday, 06 June 2025
- Articles

Today the FCA announced it was spearheading a global crackdown on rogue social media influencers. About time many will say.
Read more ...Editor’s Comment: A business merger or a shotgun wedding?
- Friday, 30 May 2025
- Articles

One of the big Financial Planning stories of the week was the merger announced of two of the more significant players in the wealth management / Financial Planning space: Mattioli Woods and Kingswood.
Read more ...Saltus buys £400m AUM Herts Financial Planner
- Friday, 23 May 2025
- Articles

Financial Planner and wealth manager Saltus has acquired £400m AUM Herts-based Financial Planning firm Delta Financial Management.
Read more ...Westerby snaps up pension and IFA firm Redswan
- Friday, 11 April 2025
- Articles

Wealth adviser and pensions firm Westerby Group - which recently moved to an employee-ownership model - has acquired specialist pension provider and IFA firm Redswan.
Read more ...EQ Investors mulls potential sale
- Friday, 04 April 2025
- Articles

Employee-owned wealth manager and Financial Planner EQ Investors (EQI) is considering significant changes to its ownership which could include sale to a larger business.
Read more ...Westerby Group moves to employee ownership
- Friday, 04 April 2025
- Articles

The chairman and founder of wealth adviser and pensions firm Westerby Group, Les McLintic, has sold the business to employees via an Employment Ownership Trust (EOT).
Read more ...Titan Wealth expands workplace business with acquisition
- Wednesday, 02 April 2025
- Articles

Wealth manager and Financial Planner Titan Wealth has acquired Workplace Advice Group, a provider of workplace pensions which manages £200m for 1,459 schemes.
Read more ...Wealthtime owner buys Craven Street Wealth
- Friday, 28 March 2025
- Articles

Private equity-backed Quanta Group, the owner of the Wealthtime platform, is to acquire expanding Financial Planning firm Craven Street Wealth.
Read more ...