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
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.

Read more …

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 …

Sesame CEO Michele Golunska

Kelly exits as Sesame Bankhall reshuffles exec team

Details
11 January 2021
  • Sesame Bankhall Group
  • reshuffle
  • network
  • Ross Liston
  • Richard Howells
  • mergers

Adviser network Sesame Bankhall Group has given expanded roles to Richard Howells and Ross Liston as part of an exec reshuffle.

Read more …

Nucleus CEO David Ferguson

Takeover target Nucleus reports assets up 8.1%

Details
08 January 2021
  • assets
  • results
  • AUA
  • mergers
  • Nucelus

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 …

CMA logo

FNZ to challenge CMA sell off order

Details
08 January 2021
  • Platforms
  • FNZ
  • CMA
  • GBST
  • mergers

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 …

Connectus Wealth Advisers

US wealth adviser buys Cheshire Financial Planner

Details
06 January 2021
  • Cheshire
  • mergers
  • Watterson Financial Planning
  • Focus Financial Partners
  • Connectus Wealth Advisers

Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.

Read more …

David Loudon of Redmayne Bentley

Redmayne Bentley annual profits up 27% 

Details
31 December 2020
  • profits
  • mergers
  • Redmayne Bentley

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.

Read more …

  • 26
  • 27
  • 28
  • 29
  • 30
  • 31
  • 32
  • 33
  • 34
  • 35

Page 31 of 36

Key Links

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