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

Perspective acquires 8th firm of 2021

Details
23 November 2021
  • Perspective
  • Kent
  • mergers
  • St Lawrence

Rapidly-growing Financial Planner and wealth manager Perspective has acquired Financial Planning firm St Lawrence in Kent, its eighth deal of 2021.

Read more …

MWA Financial executive chairman Ed Rosengarten

Private equity-backed MWA buys wealth manager

Details
18 November 2021
  • acquisition
  • mergers
  • MWA Financial
  • CHC Wealth Management

London-based MWA Financial has acquired Essex-based CHC Wealth Management as part of a strategy to become a national IFA firm.

Read more …

Old Mill website

Old Mill plans to nearly double staff to 600+

Details
17 November 2021
  • Old Mill
  • expansion
  • mergers
  • Kevin Whitmarsh

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.

Read more …

Kingswood website

Kingswood buys Kent Planner in second deal this week 

Details
17 November 2021
  • Kent
  • acquistion
  • Kingswood
  • mergers

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.

Read more …

Members are set to receive £111m in one-off payments should the deal with Bain Capital go ahead via a Part VII transfer.

Bain outlines plans for takeover target LV=

Details
15 November 2021
  • LV=
  • acquisition
  • mutual
  • Bain Capital
  • mergers

Bain Capital has outlined plans for its takeover target, the mutual provider LV=, ahead of a key member vote on the controversial deal.

Read more …

IWP website

IWP adds £360m in assets with double acquisition 

Details
12 November 2021
  • acquisition
  • IWP
  • mergers
  • Alex M Grant
  • Custodian Wealth Management

Independent Wealth Planners (IWP), the rapidly expanding Financial Planning-focused advisory group, has acquired two more firms to add £362m in assets.

Read more …

Interactive Investor website

Abrdn in talks to buy Interactive Investor for £1.5bn 

Details
08 November 2021
  • Platforms
  • Interactive Investor
  • mergers
  • Abrdn

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.

Read more …

Fairstone CEO Lee Hartley

Fairstone acquires £150m Northern Ireland adviser

Details
03 November 2021
  • Lee Hartley
  • Fairstone
  • mergers
  • Fairstone NI
  • DBP

 

Fairstone, which incorporates one of the UK’s largest Chartered Financial Planning firms, has fully acquired its Ulster arm Fairstone NI.

Read more …

Progeny CEO Neil Moles

US private equity firm is new owner of Progeny

Details
29 October 2021
  • acquisition
  • Progeny
  • mergers
  • Further Global Capital Management

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. 

Read more …

L-R: Lee Hartley and David Thomas

Fairstone acquires Chartered Planner Chadney Bulgin

Details
07 October 2021
  • David Thomas
  • Lee Hartley
  • Fairstone
  • mergers
  • Chadney Bulgin
  • Martyn Griggs

Fairstone has acquired the major Southern Chartered Financial Planning group Chadney Bulgin, adding £850m in assets under management.

Read more …

  • 16
  • 17
  • 18
  • 19
  • 20
  • 21
  • 22
  • 23
  • 24
  • 25

Page 21 of 36

Key Links

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