Wealth manager and Financial Planner Evelyn Partners has appointed David Rankin as a new managing partner in Scotland, covering its Edinburgh and Aberdeen offices.
Read more ...Kingswood completes £6.2m deal to buy Planner firm
- Monday, 09 January 2023
- Articles
Fast-growing wealth manager and Financial Planner firm Kingswood Group has completed its deal to acquire Berkshire-based Financial Planner Barry Fleming & Partners for £6.2m.
Read more ...Skerritts buys £62m AUM Kent Financial Planner
- Friday, 06 January 2023
- Articles
Brighton and Hove-based wealth manager Skerritts Group has acquired £62m AUM Kent Financial Planner Equinox Wealth.
Read more ...Nucleus to buy Curtis Banks for £242m
- Friday, 06 January 2023
- Articles
Platform firm Nucleus is set to buy SIPP and SSAS provider Curtis Banks for £242m in an agreed cash offer.
Read more ...Furnley House acquires Midlands IFA firm
- Thursday, 15 December 2022
- Articles
Financial Planning firm Furnley House, the financial services arm of Superbia Group, has acquired Nottingham-based adviser firm CDG Financial Services Ltd.
Read more ...Fairstone buys £200m FUM Devon Financial Planner
- Thursday, 15 December 2022
- Articles
Chartered Financial Planner Fairstone has acquired Devon IFA firm Sabre Financial, adding £200m in Funds Under Management to the group.
Read more ...Kingswood buys Berks Financial Planner for £6.2m
- Thursday, 15 December 2022
- Articles
Fast-growing wealth manager and Financial Planner Kingswood has acquired Berks-based Financial Planner Barry Fleming & Partners for £6.2m.
Read more ...Perspective snaps up 12th adviser firm in 2022
- Thursday, 15 December 2022
- Articles
Acquisitive Financial Planning firm Perspective Financial Group has made its 12th acquisition of 2022 with a deal to buy £115m AUM Staffs IFA firm Hunter & Co.
Read more ...Guernsey-firm acquires SIPP provider Alltrust
- Wednesday, 07 December 2022
- Articles
Guernsey-based trust and pension company the UAP Group (UAP) has acquired SIPP provider Alltrust Services and has backed Alltrust's acquisition today of failed firm Rowanmoor Personal Pensions.
Read more ...WestBridge acquires SSAS book from Rowanmoor
- Wednesday, 07 December 2022
- Articles
SSAS firm WestBridge Group is to acquire the employees, clients and assets of Rowanmoor Executive Pensions Limited’s (REPL) book of 3,500 small self-administered schemes (SSAS), for an undisclosed sum.
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