Expanding Chartered Planner HFMC Wealth has acquired central London-based Chartered Planner R&S Financial Planning.
Read more ...Evelyn makes senior hires in Scotland
- Thursday, 12 January 2023
- Articles

Wealth manager and Financial Planner Evelyn Partners has appointed David Rankin as a new managing partner in Scotland, covering its Edinburgh and Aberdeen offices.
Read more ...Kingswood completes £6.2m deal to buy Planner firm
- Monday, 09 January 2023
- Articles

Fast-growing wealth manager and Financial Planner firm Kingswood Group has completed its deal to acquire Berkshire-based Financial Planner Barry Fleming & Partners for £6.2m.
Read more ...Skerritts buys £62m AUM Kent Financial Planner
- Friday, 06 January 2023
- Articles

Brighton and Hove-based wealth manager Skerritts Group has acquired £62m AUM Kent Financial Planner Equinox Wealth.
Read more ...Nucleus to buy Curtis Banks for £242m
- Friday, 06 January 2023
- Articles

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.
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