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Hodge Equity Release

Hodge sells equity release arm to US firm 

Details
05 February 2021
  • equity release
  • mergers
  • Hodge Group
  • Hodge Life Assurance Company
  • Reinsurance Group of America, Incorporated

Long-standing equity release provider Hodge is to exit the equity release and annuity markets by selling Hodge Life Assurance Company to a US firm.

Read more …

Ian Mattioli of Mattioli Woods

Mattioli buys London Planner for £2.34m 

Details
03 February 2021
  • Mattioli Woods
  • Ian Mattioli
  • mergers
  • Montagu
  • Twickenham

Wealth manager and SIPP provider Mattioli Woods has bought London-based Financial Planner Montagu Limited in a deal worth up to £2.34m. 

Read more …

Frenkel Topping website

Frenkel Topping acquires 2 law firms

Details
02 February 2021
  • Frenkel Topping
  • mergers
  • clinical injury
  • damages

Financial adviser Frenkel Topping has acquired two specialist clinical injury law firms for a total of £9m only a few months after revealing it was shifting its strategy away from acquiring adviser firms.

Read more …

Refinitiv website

LSE completes £20bn acquisition of Refinitiv

Details
29 January 2021
  • LSE
  • takeover
  • mergers
  • Refinitiv

The London Stock Exchange Group has completed its £20bn acquisition of global data provider Refinitiv in an all-share deal.

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Rob Lewis of Celtic Financial Planning

North Wales Planner buys firm’s IFA arm

Details
27 January 2021
  • Wales
  • North Wales
  • Celtic Financial Planning
  • mergers
  • Halton Insurance Services
  • Mold
  • Rob Lewis

North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.

Read more …

Corfe Wealth

Vintage to acquire Chartered Planner’s firm

Details
27 January 2021
  • Chartered Financial Planner
  • Vintage Wealth Management
  • Corfe Wealth Management
  • Christopher Webb
  • mergers

Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.

Read more …

Ian Wilkinson of Perspective

Perspective close to acquiring 10 adviser firms

Details
25 January 2021
  • Perspective
  • mergers
  • Atkinson White
  • Darlington

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 …

AFH CEO Alan Hudson

US private equity firm to buy AFH for £224.5m

Details
25 January 2021
  • AFH
  • Alan Hudson
  • mergers
  • Flexpoint Ford LLC

US private equity firm Flexpoint Ford LLC has agreed a £224.5m cash takeover of Financial Planning group AFH.

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Hurst Point Group website

Hurst Point acquires 5 Planner firms in 2020

Details
25 January 2021
  • Neil Dunkley
  • mergers
  • Hurst Point
  • Cameron Lewnes
  • Portcullis Wealth Management
  • Russell Marlow
  • Hazlewood Investment Services
  • Argentis Financial Planning

Hurst Point Group has revealed today that it acquired 5 Financial Planning firms in 2020 with more deals on the way.

Read more …

SJP logo

SJP to chop 200 roles after review

Details
12 January 2021
  • jobs
  • St James's Place
  • SJP
  • Andrew Croft
  • mergers

Wealth manager St James’s Place is to cut 200 jobs from its workforce following a review of the business.

Read more …

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