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L-R: Nick Aston, MD Prosser Knowles; Dan Stokoe, regional director Perspective

Perspective acquires £400m AUM Prosser Knowles

Details
18 December 2025
  • Perspective Financial Group
  • Ian Wilkinson
  • mergers
  • Prosser Knowles

Perspective Financial Group has completed its largest acquisition to date with a deal to buy Midlands-based £400m AUM Prosser Knowles Associates Ltd.

Read more …

Finli Group website

Finli acquires 3 advice firms in growth spurt

Details
18 December 2025
  • mergers
  • The Finli Group
  • Acquisitions in the IFA sector
  • James Bryce

Financial Planning firm Finli Group has struck deals to acquire three advice firms as it notches up a total of 21 acquisitions so far this year.

Read more …

James Twining, CEO of Wren Sterling

Wren Sterling buys £900m AUM Evans Hart

Details
12 December 2025
  • London
  • Wren Sterling
  • mergers
  • Evans Hart

 

Expanding national Financial Planning firm Wren Sterling has completed its planned acquisition of Evans Hart, an established £900m AUM South East financial adviser firm serving 2,450 clients in London and the South East.

Read more …

Aberdeen Investments website

Aberdeen to acquire management of £1.5bn MFS funds

Details
12 December 2025
  • mergers
  • Aberdeen Investments
  • MFS
  • closed ended funds

Aberdeen Investments has struck a deal to take over the management of nine closed ended funds worth £1.5bn from long established US fund manager MFS.

Read more …

Penny Group website

Penny Group acquires £350m AUM Berks adviser

Details
21 November 2025
  • mergers
  • Chartered Financial Planner of the Year Award
  • Harridge Financial Services

London-based Chartered Financial Planner The Penny Group has acquired a  majority stake in £360m AUM Berkshire financial adviser Harridge Financial Services.

Read more …

WH Ireland website

Director of troubled WH Ireland quits 2 months early

Details
05 November 2025
  • WH Ireland
  • mergers
  • Simon Moore
  • Gary Stran

Gary Stran, a non-executive director at troubled wealth manager and Financial Planner WH Ireland, has quit the company today (5 November), two months ahead of his planned departure. The company’s chair Simon Moore may also depart early.

Read more …

Acquisitions White Paper from AFH

A third of advisers want to sell up – survey

Details
13 October 2025
  • Alan Hudson
  • white paper
  • mergers
  • AFH Wealth Management
  • Acquisitions in the IFA sector
  • Goodman Lantern

Nearly a third of financial advisers (30%) want to sell their firms, according to a survey.

Read more …

Fairstone group MD Russell Bignall (centre) with (left) Michael Crisp and (right) Ben Allen of Allen Tomas & Co

Fairstone acquires £120m AUM East Anglia adviser firm

Details
01 October 2025
  • East Anglia
  • Fairstone Group
  • mergers
  • Allen Tomas & Co

Financial Planning-focused wealth manager Fairstone has boosted its footprint in East Anglia with the acquisition of a Norfolk-based Financial Planning firm.

Read more …

Jon Stevenson of Pareto

K3 takes stakes in 2 advisers as it launches new division

Details
20 August 2025
  • Pareto
  • mergers
  • K3CapitalGroup
  • Luna

Bolton-based business advisory platform K3 Capital Group has launched a financial services division built around significant new investments in Pareto Financial Planning and Luna Investment Management.

Read more …

New Shackleton logo

Shackleton buys £900m AUM South West Planner Chetwood

Details
03 July 2025
  • Paul Feeney
  • mergers
  • Shackleton
  • Chetwood

Expanding Financial Planner Shackleton has acquired South West-based Financial Planning and wealth management group Chetwood, adding £900m in AUM to its assets.

Read more …

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