Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.

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National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.

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Expanding Chartered Financial Planner HFMC Wealth has bought London-based Harford Financial Ltd in its fourth deal of 2023.

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Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £230m AUM Financial Planning firm Chadwick McLean, which is based in Chester.

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Fast growing wealth manager and Financial Planner Perspective Financial Group has acquired Essex-based Primera Wealth Management, its 20th acquisition this year.

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Expanding global specialist wealth manager Zedra is to acquire LJ Fiduciary and Alvarium Private Office (APO), a private client firm with offices in the Isle of Man, Geneva and the UK.

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Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.

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North East-based national Financial Planning firm Fairstone has announced a deal to acquire £120m AUM Kings Lynn-based Chartered Financial Planning firm Allen Tomas & Co.

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Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.

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Fast growing wealth manager Perspective Financial Group has acquired two financial advice firms to push its total of acquired firms to 75.

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