Daily Newsletter Sign-up

Register for Financial Planning Today website for FREE to view more stories and get our daily newsletters. Click on 2 stories to see Registration pop up.

Glasgow Financial Planner PPM to join Evelyn Partners

Evelyn Partners has signed a deal for the staff and clients of Glasgow-based wealth manager and Financial Planner PPM Wealth to join Evelyn. 

Read more...

Recruiter launches M&A service for adviser firms

Recruitment firm BWD has launched a mergers and acquisitions service - BWD M&A - aimed at finance advice businesses.

Read more...

Wealth manager M&A soars to £137bn in 2022

Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).

Read more...

Chartered Planner acquires Kent IFA firm

Wimbledon-based Chartered Financial Planning firm Holborn Financial has acquired the business of retiring IFA Gary Cook, principal of Gary Cook Financial Services of Maidstone, Kent.

Read more...