Kingswood buys Chartered Planner firm for £12.4m
- Thursday, 01 December 2022
- Articles
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.
Read more...Curtis Banks confirms bid approach from Nucleus
- Friday, 25 November 2022
- Articles
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.
Read more...Kingswood buys Lincs Chartered Planner for £3.5m
- Thursday, 03 November 2022
- Articles
Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m.
Read more...Southeast Financial Planner makes first acquisition
- Thursday, 27 October 2022
- Articles
Kent-based Financial Planning firm GSI Group has made its first acquisition with a deal to buy a Hampshire adviser.
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