Private equity firm WestBridge has taken a majority investment for an undisclosed sum in East of England-based Financial Planning firm Beckett Investment Management Group.
London Chartered Financial Planner First Wealth has acquired Accumulate Wealth Management (Kent) for an undisclosed sum.
Wealth manager Oakglen Wealth is to acquire East Anglia-based Aurea Financial Planning for an undisclosed sum.
Adviser software provider Intelliflo has acquired fund comparison provider Mabel Insights for an undisclosed sum, bringing its research, portfolio analysis and Financial Planning tools inside Intelliflo office.
Fast-growing mortgage firm consolidator Pivotal Growth has acquired Chester-based mortgage and protection broker Proper Advice for an undisclosed amount.
Jersey-based wealth manager Team plc has acquired Lancashire wealth manager and stockbroker Hedley & Co for £3m.
Active asset manager Liontrust has agreed to acquire Hawksmoor Investment Management for an initial cash consideration of £6m, plus two contingent payments of up to £2m each.
IFA consolidator Absolute Financial Group has acquired Platinum Independent Financial Services based in Sale, Greater Manchester for an undisclosed amount.
Pensions technology provider iPipeline has today completed the acquisition of industry collaboration fintech Origo following approval from the UK Competition and Markets Authority.
Retirement specialist adviser My Pension Expert (MPE) has acquired EIS Financial Services, a financial advice firm formed by Scottish teachers' union EIS.
Wealth manager Canaccord Wealth has agreed to acquire the UK advice arm of Switzerland's EFG Private Bank in a deal expected to close before the end of the year.
Wealth manager Titan Wealth has acquired LTS Tax Limited, a tax advisory firm in the Channel Islands, for an undisclosed sum subject to regulatory approval.
Pension provider and consultant XPS Group has completed the acquisition of the trade and assets of insurance consultancy Austin Professional Resourcing for a potential £16.3m.
Bristol-based Financial Planning firm Integrity365 has acquired the financial services arm of Turner Insurance Group in Leicester.
Financial Planner and wealth manager Tavistock Investments has acquired AI fintech and back office support firm Plus Group for up to £16m, to boost its AI capabilities ahead of rebranding as Vertex.
Financial Planner and wealth manager Perspective Financial Grouphas launched a joint venture with tax specialist accountancy firm TaxAssist.
Nigerian fintech LemFi has received FCA approval to acquire Wealth8, a black-owned UK-based investment platform, for an undisclosed amount.
Shares in Salford-based financial adviser and professional services firm Frenkel Topping will be suspended tomorrow ahead of its £65.8m takeover by private equity firm Harwood.
Clifton Wealth Partnership has acquired Suffolk-based Financial Planning firm Morgan Law Financial Services, adding £138m in assets under management.
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