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Simon Cogman-Hellier

Radiant expands in North with Yorkshire acquisition

Details
02 February 2023
  • private equity
  • mergers
  • Radiant Financial Group
  • Ethos Financial Solutions

Financial Planning-focused consolidator Radiant Financial Group has continued its recent expansion spree with a deal to boost its presence in the North by acquiring Doncaster-based Ethos Financial Solutions.

Read more …

Fairstone CEO Lee Hartley

Fairstone buys £450m FUM Surrey Financial Planner

Details
01 February 2023
  • Fairstone
  • Mantle Financial Planning
  • mergers

Fast-growing national Financial Planning firm Fairstone has acquired Chartered firm Mantle Financial Planning in its first deal of 2023.

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Perspective's Ian Wilkinson

Perspective snaps up Bucks Chartered Financial Planner

Details
18 January 2023
  • Perspective
  • mergers
  • Ian J Hunt Chartered Financial Planners
  • Ian J Hunt

Fast growing Perspective Financial Group Ltd has acquired £37m AUM Bucks-based firm Ian J Hunt Chartered Financial Planners.

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HFMC Wealth website

Chartered Planner acquires London Planning firm

Details
17 January 2023
  • London
  • Chartered Financial Planner
  • HFMC Wealth
  • mergers
  • R&S Financial Planning

Expanding Chartered Planner HFMC Wealth has acquired central London-based Chartered Planner R&S Financial Planning.

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Evelyn Partners logo

Evelyn makes senior hires in Scotland   

Details
12 January 2023
  • wealth
  • Scotland
  • mergers
  • Evelyn Partners
  • David Rankin

Wealth manager and Financial Planner Evelyn Partners has appointed David Rankin as a new managing partner in Scotland, covering its Edinburgh and Aberdeen offices.

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Kingswood website

Kingswood completes £6.2m deal to buy Planner firm

Details
09 January 2023
  • Kingswood
  • mergers
  • Barry Fleming & Partners
  • Berks

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 website

Skerritts buys £62m AUM Kent Financial Planner

Details
06 January 2023
  • acquisition
  • Chartered Financial Planner
  • Kent
  • mergers
  • Skerritts

Brighton and Hove-based wealth manager Skerritts Group has acquired £62m AUM Kent Financial Planner Equinox Wealth.

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Nucleus website

Nucleus to buy Curtis Banks for £242m

Details
06 January 2023
  • Nucleus
  • Curtis Banks
  • acquisition
  • Richard Rowney
  • mergers
  • David Barral

Platform firm Nucleus is set to buy SIPP and SSAS provider Curtis Banks for £242m in an agreed cash offer.

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Furnley House website

Furnley House acquires Midlands IFA firm

Details
15 December 2022
  • Midlands
  • Furnley House
  • mergers
  • Superbia
  • Shawbrook
  • CDG Financial Services Ltd

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 CEO Lee Hartley

Fairstone buys £200m FUM Devon Financial Planner

Details
15 December 2022
  • Lee Hartley
  • Fairstone
  • Devon
  • mergers
  • Sabre Financial

Chartered Financial Planner Fairstone has acquired Devon IFA firm Sabre Financial, adding £200m in Funds Under Management to the group.

Read more …

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