Rapidly-growing Financial Planner and wealth manager Perspective has acquired Financial Planning firm St Lawrence in Kent, its eighth deal of 2021.
London-based MWA Financial has acquired Essex-based CHC Wealth Management as part of a strategy to become a national IFA firm.
West Country-based accountancy and wealth management firm Old Mill has revealed plans to nearly double staff numbers from 320 to 600 over the next five years.
Fast-growing wealth manager and Financial Planner Kingswood has made its second acquisition this week with a deal to buy Smythe and Walter, a Financial Planning firm based in Faversham, Kent.
Bain Capital has outlined plans for its takeover target, the mutual provider LV=, ahead of a key member vote on the controversial deal.
Independent Wealth Planners (IWP), the rapidly expanding Financial Planning-focused advisory group, has acquired two more firms to add £362m in assets.
Asset manager Abrdn and consumer investment platform Interactive Investor have today both confirmed that talks are taking place which could see Abrdn acquiring Interactive Investor (ii) for £1.5bn.
Fairstone, which incorporates one of the UK’s largest Chartered Financial Planning firms, has fully acquired its Ulster arm Fairstone NI.
US-based private equity firm Further Global Capital Management is to acquire a majority stake in expanding Financial Planner Progeny for an undisclosed sum, a move which may accelerate Progeny's expansion.
Fairstone has acquired the major Southern Chartered Financial Planning group Chadney Bulgin, adding £850m in assets under management.
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