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Jon Stevenson of Pareto

K3 takes stakes in 2 advisers as it launches new division

Details
20 August 2025
  • Pareto
  • mergers
  • K3CapitalGroup
  • Luna

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 …

New Shackleton logo

Shackleton buys £900m AUM South West Planner Chetwood

Details
03 July 2025
  • Paul Feeney
  • mergers
  • Shackleton
  • Chetwood

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 Kevin O'Donnell

Editor’s Comment: Time to halt 'anti-social' social media

Details
06 June 2025
  • FCA
  • Editors blog
  • Odonnellblog
  • mergers
  • social media influencers

Today the FCA announced it was spearheading a global crackdown on rogue social media influencers. About time many will say.

Read more …

Editor Kevin O'Donnell

Editor’s Comment: A business merger or a shotgun wedding?

Details
30 May 2025
  • Mattioli Woods
  • Editors blog
  • Odonnellblog
  • Kingswood
  • Pollen Street Capital
  • mergers

 

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 website

Saltus buys £400m AUM Herts Financial Planner

Details
23 May 2025
  • mergers
  • Saltus
  • Delta Financial Management

Financial Planner and wealth manager Saltus has acquired £400m AUM Herts-based Financial Planning firm Delta Financial Management.

Read more …

Westerby Investment Management website

Westerby snaps up pension and IFA firm Redswan

Details
11 April 2025
  • Employee Ownership Trust
  • EOT
  • mergers
  • Westerby Group
  • Redswan

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 …

EQI chairman John Spiers

EQ Investors mulls potential sale

Details
04 April 2025
  • John Spiers
  • EQ Investors
  • EQi
  • mergers

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 …

L_R: Les McLintic and colleagues Stephen Harvey and Iain Johnstone

Westerby Group moves to employee ownership

Details
04 April 2025
  • mergers
  • Westerby Group
  • Les McLintic

 

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).

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Titan Wealth expands workplace business with acquisition    

Details
02 April 2025
  • mergers
  • Andrew Fearon
  • Titan Wealth Planning
  • Workplace Advice Group

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 …

Craven Wealth MD Tom Barnett

Wealthtime owner buys Craven Street Wealth

Details
28 March 2025
  • Wealthtime
  • AnaCap
  • mergers
  • Quanta Group

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

Read more …

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