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2 Planner firms first to sign as Openwork 'major partners'

Swindon-based Unique Financial Planning Limited and London-based Chartered Financial Planner The Penny Group have become the first two businesses to sign five-year 'Strategic Partner Firm' contracts with the Openwork network, one of the UK’s largest advisory firms. 


Perspective acquires 8th firm of 2021

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


Private equity-backed MWA buys wealth manager

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


Old Mill plans to nearly double staff to 600+

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.