Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.
Read more ...Fairstone completes takeover of £160m AUM Chartered firm
- Wednesday, 13 December 2023
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National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.
Read more ...HFMC Wealth buys London adviser Harford Financial
- Wednesday, 06 December 2023
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Expanding Chartered Financial Planner HFMC Wealth has bought London-based Harford Financial Ltd in its fourth deal of 2023.
Read more ...Skerritts buys North West Financial Planning firm
- Wednesday, 06 December 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.
Read more ...Perspective buys £240m AUM Essex adviser firm
- Thursday, 23 November 2023
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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.
Read more ...Zedra to buy global private client fiduciary firm
- Friday, 17 November 2023
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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.
Read more ...Canaccord scales up Planning ambitions with Scottish deal
- Friday, 10 November 2023
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Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.
Read more ...Fairstone to buy £120m AUM Chartered Planner
- Friday, 10 November 2023
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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.
Read more ...Progeny acquires 4-office Scottish Chartered Planner firm
- Tuesday, 24 October 2023
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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.
Read more ...Perspective notches up 75th adviser acquisition
- Monday, 23 October 2023
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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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