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Wren Sterling strikes first takeover deal of 2024

National Financial Planner Wren Sterling has completed its first acquisition of 2024 with a deal to buy £265m AUM Newcastle-under-Lyme firm TW Financial Planning.

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Craven Street absorbs Punter Southall Financial Planning arm

Chartered Financial Planner Craven Street Wealth has completed its acquisition of Punter Southall Aspire’s Financial Planning division which was announced in January.

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PE firm Pollen Street to buy Mattioli Woods for £432m

 

Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.

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Nationwide to snap up Virgin Money for £2.9bn

Nationwide Building Society is to buy Virgin Money for £2.9bn to create a combined business serving 22.6m customers.

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