The Financial Planning market can expect to see increased interest in acquisitions from private equity firms in the first half of 2022, according to Tilney Smith & Williamson.
Read more ...Tavistock buys LEBC stake from founder's widow for £10m
- Monday, 10 January 2022
- Articles

Financial Planning and investment group Tavistock Investments has acquired a 21% stake in retirement-focused financial adviser LEBC from the founder's widow for £10m.
Read more ...M&G gets green light for Sandringham takeover
- Friday, 07 January 2022
- Articles

Fund and wealth management group M&G has received the regulatory go ahead for its acquisition of financial adviser firm Sandringham Financial Partners.
Read more ...XPS to buy Manchester SIPP firm for £3.75m
- Thursday, 23 December 2021
- Articles

XPS Pensions Group, the actuarial, consulting and admin business, is to acquire the business and key assets of Manchester-based SIPP and SSAS provider Michael J Field Consulting Actuaries for £3.75m.
Read more ...Morningstar buys Praemium UK platform for £35m
- Tuesday, 21 December 2021
- Articles

US-owned investment and data provider Morningstar has snapped up the UK and international arms of Australian-owned platform Praemium for £35m.
Read more ...Royal London offers exclusive merger talks to LV=
- Monday, 13 December 2021
- Articles

Royal London confirmed today it was offering exclusive talks with fellow mutual LV= about a possible merger after a £530m bid by US private equity firm Bain Capital for LV= collapsed last week.
Read more ...FCA delay holds up £280m Charles Stanley takeover
- Monday, 13 December 2021
- Articles

The takeover of wealth manager Charles Stanley by US-owned rival Raymond James has been pushed back a month due to delays in securing FCA approval.
Read more ...FCA approves £280m Charles Stanley takeover
- Monday, 13 December 2021
- Articles

The FCA has today approved the £280m takeover of wealth manager Charles Stanley by rival wealth firm Raymond James.
Read more ...Tavistock profits leap after investment arm sale
- Monday, 06 December 2021
- Articles

Financial Planning and investment group Tavistock has reported a surge in first half profits thanks to the sale of its investment arm, Tavistock Wealth Limited, to Titan Wealth in August for an initial sum of £20m.
Read more ...FCA issues consumer warning about firm
- Thursday, 02 December 2021
- Articles

The FCA has issued a warning to consumers about credit broker Grosvenor Associates Ltd which may have been one of a number of credit brokers offering unauthorised investments to clients.
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