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  • Saltus buys £300m AUM Financial Planning firm

    The acquisition will see all Fish Financial staff move over to Saltus
  • Tavistock hits £1.23m profit as performance turns around

    Brian Raven, group chief executive at Tavistock Investements
  • Tavistock avoids £7m sale tax charge

    According to Tavistock, without the exemption, the transaction might have given rise to a tax charge of approximately £7m.
  • IWP acquires £85m Yorkshire Planner in virtual planning launch

    IWP's website
  • Schroders to acquire River and Mercantile for £230m

    Schroders' website
  • FCA gives greenlight to LV= Bain Capital deal

    LV= announced the potential acquisition by Bain Capital in December
  • US private equity firm is new owner of Progeny

    Progeny CEO Neil Moles
  • Progeny acquires 12-staff Yorkshire Planning firm

    Progeny CEO Neil Moles
  • Tilney acquires Northumberland Financial Planner

    The firm’s five staff, including Financial Planners, are currently based in Cramlington in Northumberland and will move to Tilney’s Newcastle office.
  • IWP adds £360m in assets with double acquisition 

    IWP website
  • Kingswood acquires Yorkshire Planner for £3.4m

    Kingswood UK CEO David Lawrence
  • Bain outlines plans for takeover target LV=

    Members are set to receive £111m in one-off payments should the deal with Bain Capital go ahead via a Part VII transfer.
  • Quilter gets go ahead for business sale

    Quilter recently restructured its UK wealth management business as the sale of its international arm draws closer to completion
  • LV= chair attacks Royal London intervention

    Alan Cook, chairman of LV=
  • Private equity-backed MWA buys wealth manager

    MWA Financial executive chairman Ed Rosengarten
  • Business as usual 'not an option' says LV=

    The board of LV= continues to unanimously recommend the transaction with Bain Capital.
  • Kingswood buys MPS and IFA group for £9.6m

    David Lawrence, UK CEO at Kingswood
  • Quilter sells Lighthouse advice arm

    Quilter acquired the Lighthouse Group in 2019
  • IWP acquires £260m Southport Chartered Planning firm

    IWP's website
  • FNZ acquires Appway to boost client onboarding

    Adrian Durham, CEO of FNZ
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