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Sam Smith

Perspective appoints group acquisitions director

Details
29 September 2020
  • Attivo Group
  • Perspective Financial Group
  • M&A
  • Sam Smith
  • mergers

Fast-growing Financial Planner Perspective Financial Group has appointed Sam Smith as its group acquisitions director as it looks to finalise more deals.

Read more …

LV= CEO Mark Hartigan

LV= in exclusive talks with esure owner

Details
28 September 2020
  • LV=
  • Royal London
  • takeover
  • merger
  • M&A
  • tieup
  • Bain Capital
  • mergers

LV= confirmed today it is in exclusive talks with Bain Capital, the US private equity owner of esure, about a potential deal.

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Fairstone CEO Lee Hartley

Fairstone client numbers rise to nearly 70,000

Details
23 September 2020
  • clients
  • Lee Hartley
  • Chartered Financial Planner
  • Fairstone
  • M&A
  • mergers

Chartered Financial Planner group Fairstone has reported 22% growth in recurring income in 2019 with latest clients numbers rising to nearly 70,000.

Read more …

Newsmakers

Newsmakers: 7IM founder on launching new venture at 65

Details
22 September 2020
  • Platform
  • SME
  • investment
  • Justin Urquhart Stewart
  • Newsmakers
  • M&A
  • Regionally
  • mergers

Justin Urquhart Stewart, one of the founders of platform 7IM and a well known TV and radio financial commentator familiar onscreen for his red braces, retired recently from 7IM. But instead of hanging up his boots at 65 he has thrown his weight behind a new SME investment start up called Regionally where he is chairman. Financial Planning Today editor Kevin O’Donnell interviewed him via video call about the new business and its plans.

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Frenkel Topping website

Frenkel Topping shifts acquisition strategy

Details
22 September 2020
  • results
  • acquistions
  • Frenkel Topping
  • mergers

Financial adviser Frenkel Topping is to shift its acquisition strategy away from the IFA market due to a lack of “suitable” targets.

Read more …

New James Hay CEO Richard Rowney

James Hay hires new CEO as Conway exits

Details
21 September 2020
  • James Hay
  • Platform
  • Richard Rowney
  • M&A
  • Alastair Conway
  • mergers

Platform and SIPP firm James Hay has appointed former LV= group CEO Richard Rowney as its new chief executive to replace Alastair Conway.

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IWP's David Inglesfield

IWP acquires Sussex Financial Planner firm

Details
21 September 2020
  • IWP
  • David Inglesfield
  • Hunter Hammond Daniel Associates
  • Paul Hammond
  • Sean Parker
  • mergers

Independent Wealth Planners has acquired Southern-based Financial Planning firm Hunter Hammond Daniel Associates to establish its first presence in Sussex.

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Sandaire website

Schroders buys £2.2bn London firm serving UHNW clients 

Details
18 September 2020
  • Schroders
  • Cazenove Capital
  • UHNW
  • Alex Scott
  • M&A
  • Sandaire
  • family office
  • mergers

Schroder’s Cazenove Capital business is to acquire London-based UHNW family office Sandaire in a drive to expand its wealth management business globally.

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Kingswood buys Surrey Chartered Financial Planner for £3.45m

Details
18 September 2020
  • IFA
  • Kingswood
  • Gary Wilder
  • M&A
  • Regency Investment Services
  • mergers

Wealth manager and Financial Planner Kingswood is to acquire Surrey-based Chartered Financial Planner firm Regency Investment Services for £3.45m.

Read more …

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