Financial Planning Today Financial Planning Today
  • Contact Us
Financial Planning Today Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
Aspira website

Titan Wealth snaps up £4bn AUM Bristol Planner Aspira

Details
17 April 2024
  • Aspira
  • mergers
  • Titan Wealth

Expanding wealth manager and Financial Planner Titan Wealth has completed its second acquisition this week with a deal to buy Bristol-based 45-adviser firm Aspira, boosting Titan’s assets under management and advice to over £17.3bn.

Read more …

Outgoing Fidelius CEO Jim Grant

Fidelius CEO steps down as Swedes’ stake approved

Details
03 April 2024
  • bath
  • Chartered Financial Planner
  • Fidelius
  • Jim Grant
  • mergers
  • Sӧderberg & Partners

Jim Grant, CEO of Bath-based Chartered Financial Planner Fidelius, is stepping down after 12 years in the role as the FCA gives the go ahead to Swedish wealth manager Sӧderberg & Partners to take a minority stake in the business.

Read more …

Wren Sterling CEO James Twining

Wren Sterling strikes first takeover deal of 2024

Details
28 March 2024
  • Nottingham
  • Wren Sterling
  • mergers
  • TW Financial Planning

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.

Read more …

Tom Barnett of Craven Street Wealth

Craven Street absorbs Punter Southall Financial Planning arm

Details
08 March 2024
  • Punter Southall Aspire
  • mergers
  • Tom Barnett
  • Crave Street Wealth

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

Read more …

Mattioli Woods CEO Ian Mattioli

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

Details
08 March 2024
  • Mattioli Woods
  • Ian Mattioli
  • private equity
  • Pollen Street Capital
  • mergers

 

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

Read more …

Virgin Money website

Nationwide to snap up Virgin Money for £2.9bn

Details
07 March 2024
  • Virgin Money
  • acquisition
  • Nationwide Building Society
  • mergers

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

Read more …

Fairstone CEO Lee Hartley

Fairstone steps up acquisition plans in 2024

Details
01 March 2024
  • north east
  • Lee Hartley
  • Fairstone
  • acquistions
  • mergers
  • Sunderland

Chartered Financial Planning-based wealth manager Fairstone is planning to increase its number of acquisitions this year after acquiring or part acquiring 24 firms over the past 12 months.

Read more …

L-R: Guy McGlashan and Nick Tucker

£17bn AUM wealth manager created as 2 firms merge

Details
01 March 2024
  • waverton
  • London & Capital
  • mergers
  • LMP

Wealth manager Waverton is to merge with rival London & Capital to form a £17bn AUM wealth management business.

Read more …

Mary Waring of Wealth for Women

MKC acquires Wealth for Women planning firm

Details
26 February 2024
  • women
  • divorce
  • mergers
  • MKC Wealth
  • Wealth for Women

Expanding Financial Planner and wealth manager MKC Wealth has acquired London-based Financial Planning Firm Wealth for Women for an undisclosed sum.

Read more …

Virgin Money Investments website

Virgin Money buys out Abrdn JV for £20m

Details
14 February 2024
  • Virgin Money
  • JV
  • mergers
  • Abrdn
  • Virgin Money Investments

Virgin Money is to buy Abrdn’s 50% stake in their joint venture called Virgin Money Investments.

Read more …

  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11

Page 7 of 36

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk