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Kingswood CEO David Lawrence

Kingswood buys Berks Financial Planner for £6.2m

Details
15 December 2022
  • Kingswood Group
  • mergers
  • David Lawrence
  • Barry Fleming & Partners

Fast-growing wealth manager and Financial Planner Kingswood has acquired Berks-based Financial Planner Barry Fleming & Partners for £6.2m.

Read more …

Perspective CEO Ian Wilkinson

Perspective snaps up 12th adviser firm in 2022

Details
15 December 2022
  • acquisition
  • mergers
  • Perspective Group
  • Hunter & Co

 

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.

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UAP Group

Guernsey-firm acquires SIPP provider Alltrust

Details
07 December 2022
  • Guernsey
  • mergers
  • Alltrust
  • UAP

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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Westbridge website

WestBridge acquires SSAS book from Rowanmoor

Details
07 December 2022
  • Ssas
  • Rowanmoor
  • mergers
  • Westbridge

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. 

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Fairstone CEO Lee Hartley

Fairstone acquires £170m FUM Complete Financial Planning

Details
07 December 2022
  • Lee Hartley
  • Fairstone
  • Complete Financial Planning
  • mergers

Fast-growing Chartered Financial Planning firm Fairstone has acquired Hereford-based Complete Financial Planning.

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Alltrust website

Alltrust buys failed Rowanmoor Personal Pensions

Details
07 December 2022
  • pensions
  • Rowanmoor
  • administration
  • mergers
  • RPPL
  • Alltrust

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 CEO David Lawrence

Kingswood buys Chartered Planner firm for £12.4m

Details
01 December 2022
  • Chartered Financial Planner
  • Kingswood
  • mergers
  • David Lawrence
  • JFP Financial Services

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.

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Curtis Banks website

Curtis Banks confirms bid approach from Nucleus

Details
25 November 2022
  • James Hay
  • Nucleus
  • Curtis Banks
  • acquisition
  • mergers

SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.

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Kingswood CEO David Lawrence

Kingswood buys Lincs Chartered Planner for £3.5m 

Details
03 November 2022
  • Kingswood Group
  • mergers
  • David Lawrence
  • JCH Investment Management
  • Employee Benefit Solutions

Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m. 

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GSI group

Southeast Financial Planner makes first acquisition

Details
27 October 2022
  • mergers
  • GSI Group
  • Oakfield Financial Consultants

Kent-based Financial Planning firm GSI Group has made its first acquisition with a deal to buy a Hampshire adviser.

Read more …

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