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Kingswood buys Chartered Planner firm for £12.4m

Fast-growing Financial Planner and wealth manager Kingswood has acquired JFP Holdings Limited, the parent company of Cheshire Chartered Financial Planner JFP Financial Services Limited.

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Curtis Banks confirms bid approach from Nucleus

SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.

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Kingswood buys Lincs Chartered Planner for £3.5m 

Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m. 

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Southeast Financial Planner makes first acquisition

Kent-based Financial Planning firm GSI Group has made its first acquisition with a deal to buy a Hampshire adviser.

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