Platform firm Nucleus is set to buy SIPP and SSAS provider Curtis Banks for £242m in an agreed cash offer.
Read more ...Furnley House acquires Midlands IFA firm
- Thursday, 15 December 2022
- Articles

Financial Planning firm Furnley House, the financial services arm of Superbia Group, has acquired Nottingham-based adviser firm CDG Financial Services Ltd.
Read more ...Fairstone buys £200m FUM Devon Financial Planner
- Thursday, 15 December 2022
- Articles

Chartered Financial Planner Fairstone has acquired Devon IFA firm Sabre Financial, adding £200m in Funds Under Management to the group.
Read more ...Kingswood buys Berks Financial Planner for £6.2m
- Thursday, 15 December 2022
- Articles

Fast-growing wealth manager and Financial Planner Kingswood has acquired Berks-based Financial Planner Barry Fleming & Partners for £6.2m.
Read more ...Perspective snaps up 12th adviser firm in 2022
- Thursday, 15 December 2022
- Articles

Acquisitive Financial Planning firm Perspective Financial Group has made its 12th acquisition of 2022 with a deal to buy £115m AUM Staffs IFA firm Hunter & Co.
Read more ...Guernsey-firm acquires SIPP provider Alltrust
- Wednesday, 07 December 2022
- Articles

Guernsey-based trust and pension company the UAP Group (UAP) has acquired SIPP provider Alltrust Services and has backed Alltrust's acquisition today of failed firm Rowanmoor Personal Pensions.
Read more ...WestBridge acquires SSAS book from Rowanmoor
- Wednesday, 07 December 2022
- Articles

SSAS firm WestBridge Group is to acquire the employees, clients and assets of Rowanmoor Executive Pensions Limited’s (REPL) book of 3,500 small self-administered schemes (SSAS), for an undisclosed sum.
Read more ...Fairstone acquires £170m FUM Complete Financial Planning
- Wednesday, 07 December 2022
- Articles

Fast-growing Chartered Financial Planning firm Fairstone has acquired Hereford-based Complete Financial Planning.
Read more ...Alltrust buys failed Rowanmoor Personal Pensions
- Wednesday, 07 December 2022
- Articles

SIPP and SSAS provider Alltrust has acquired failed firm Rowanmoor Personal Pensions Limited (RPPL) which went into administration in the summer after a flood of complaints to the Financial Ombudsman Service.
Read more ...Kingswood buys Chartered Planner firm for £12.4m
- Thursday, 01 December 2022
- Articles

Fast-growing Financial Planner and wealth manager Kingswood has acquired JFP Holdings Limited, the parent company of Cheshire Chartered Financial Planner JFP Financial Services Limited.
Read more ...