Financial Planning Today
  • Contact Us
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
Argentis website

Harwood becomes Argentis and buys 2 IFA firms

Details
19 July 2022
  • Harwood
  • mergers
  • Argentis Group
  • D Heaton
  • Wealth Creation & Management

 

Private equity-owned Harwood Wealth Management has acquired two adviser firms and has rebranded as Argentis Group.

Read more …

Anthony Carty

Clifton AM snaps up Aberdeen wealth firm 

Details
18 July 2022
  • Bristol
  • Clifton Asset Management
  • mergers
  • Burnett & Reid Wealth Management

Bristol-based Clifton Asset Management is to acquire Aberdeen-based wealth manager and IFA Burnett & Reid Wealth Management and is planning further deals.

Read more …

Dynamic Planner CEO Ben Goss

Private equity firm FPE invests in Dynamic Planner

Details
14 July 2022
  • Ben Goss
  • Dynamic Planner
  • private equity
  • mergers
  • FPE Capital

Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.

Read more …

Neil Moles

Progeny acquires Scottish Chartered Financial Planner

Details
11 July 2022
  • Progeny Group
  • Progeny
  • Neil Moles
  • mergers
  • Balmoral Asset Management

The fast growing Financial Planning firm Progeny Group has acquired Edinburgh-based Chartered Financial Planners Balmoral Asset Management to expand its presence in Scotland.

Read more …

Wren Sterling website

Wren Sterling snaps up Critchleys Financial Planning 

Details
07 July 2022
  • Wren Sterling
  • Oxford
  • mergers
  • Critchleys Financial Planning
  • Jason McGuigan

Expanding Nottingham-based Financial Planning firm Wren Sterling Group has acquired the trade and assets of Oxford-based Critchleys Financial Planning LLP from accountancy firm Critchleys LLP for an undisclosed sum.

Read more …

Morningstar website

Morningstar to rename Praemium after £35m takeover 

Details
30 June 2022
  • Morningstar
  • Praemium
  • mergers

Financial research and investment management company Morningstar is to rename Praemium as the Morningstar Wealth Platform after its £35m acquisition of the formerly Australian-owned platform.

Read more …

US private equity firm acquires UK wealth manager 

Details
10 June 2022
  • Wealth Management
  • London
  • London & Capital
  • mergers
  • Lovell Minnick Partners

Financial services-focused US private equity firm Lovell Minnick Partners (LMP) is to acquire a majority stake in London-based wealth manager London & Capital. 

Read more …

Kevin Whitmarsh

Old Mill expands with South West deal 

Details
07 June 2022
  • Old Mill
  • South West
  • mergers
  • Brook Financial

Financial Planner and accountancy firm Old Mill has acquired Ilminster-based financial outsourcing firm Brook Financial as part of a long term drive to expand in the South West.

Read more …

Integrity Wealth Solutions

Brooks Macdonald to acquire £250m Midlands IFA

Details
23 May 2022
  • Brooks Macdonald
  • acquistions
  • mergers
  • Integrity Wealth

Wealth manager and Financial Planner Brooks Macdonald is to acquire Nuneaton-based Integrity Wealth (Holdings) Limited - which has £250m in funds under management - for an undisclosed sum.

Read more …

Emyr Blease, managing director at Holborn Financial

Emyr Blease: Why I sold my Financial Planning firm

Details
20 May 2022
  • column
  • Continuum
  • mergers
  • Holborn Financial
  • Emyr Blease

Emyr Blease, managing director of Wimbledon-based Chartered Financial Planning firm Holborn Financial, explains to Financial Planning Today in this Guest Column why he decided to sell his firm and why looking after his clients was paramount. 

Read more …

  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • 19
  • 20
  • 21

Page 17 of 36

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk