Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.
Read more ...Perspective close to acquiring 10 adviser firms
- Monday, 25 January 2021
- Articles

National Financial Planner and wealth manager Perspective has revealed plans to acquire more than 10 adviser firms over the next few months after announcing its 39th acquisition today.
Read more ...US private equity firm to buy AFH for £224.5m
- Monday, 25 January 2021
- Articles

US private equity firm Flexpoint Ford LLC has agreed a £224.5m cash takeover of Financial Planning group AFH.
Read more ...Hurst Point acquires 5 Planner firms in 2020
- Monday, 25 January 2021
- Articles

Hurst Point Group has revealed today that it acquired 5 Financial Planning firms in 2020 with more deals on the way.
Read more ...SJP to chop 200 roles after review
- Tuesday, 12 January 2021
- Articles

Wealth manager St James’s Place is to cut 200 jobs from its workforce following a review of the business.
Read more ...Kelly exits as Sesame Bankhall reshuffles exec team
- Monday, 11 January 2021
- Articles

Adviser network Sesame Bankhall Group has given expanded roles to Richard Howells and Ross Liston as part of an exec reshuffle.
Read more ...Takeover target Nucleus reports assets up 8.1%
- Friday, 08 January 2021
- Articles

AIM-listed adviser platform Nucleus, currently subject to a takeover battle, has reported assets under advice up by 8.1% to £17.4bn for Q4 2020.
Read more ...FNZ to challenge CMA sell off order
- Friday, 08 January 2021
- Articles

Platform engine FNZ is to appeal against the Competition and Markets Authority’s order to sell off its recent acquisition and rival GBST.
Read more ...US wealth adviser buys Cheshire Financial Planner
- Wednesday, 06 January 2021
- Articles

Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.
Read more ...Redmayne Bentley annual profits up 27%
- Thursday, 31 December 2020
- Articles

Investment management and SIPP provider Redmayne Bentley has reported a 27% increase in profits for its latest financial year thanks to a strong final quarter.
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