Chartered Financial Planning-focused Fairstone has acquired Taunton-based £125m AUM financial adviser 1st Financial Group in a boost to its footprint in the West Country.

Tavistock Investments plc has struck a deal to sell its King Financial Planning arm for £3 million in cash and has also entered into an exclusivity agreement for the potential sale of Tavistock Group Holdings Limited, the owner of Tavistock Private Client Limited, to national Financial Planner Atomos.

Fund manager Albemarle Street Partners (ASPIM) is to rebrand from 1 February and will become WisdomTree Portfolio Solutions, using its new owner's name.

Mergers and acquisitions in the wealth management sector have tripled over the past six years but appear to be failing, so far, to boost revenue per adviser, according to new research.

SIPP and SSAS provider and administrator InvestAcc has sold its Chartered Financial Planner business Vesta Wealth to its management in a £12m deal.

Fast growing national Financial Planning firm Shackleton has struck a deal to acquire Aberdein Considine Wealth (known better as AC Wealth), one of the largest wealth management firms in Scotland. 

Lync Wealth Management, part of 7IM, has acquired two Belfast-based Financial Planning firms to expand its presence in the region.

US private equity investor Stone Point Capital, which has invested £56bn in financial and healthcare businesses around the world, has completed its takeover of Amber River, one of the UK’s fastest growing Financial Planning firms.

Expanding Financial Planner Nine Edge Wealth is to rebrand its Scottish businesses under the Nine Edge Wealth banner as it continues to grow.

Expanding Chartered Financial Planner Fairstone has acquired two Financial Planning firms managing a total of £183m AUM/A near its North East base.

National Financial Planning firm Finli Group has acquired seven adviser firms in the second quarter of 2026, with the deals adding an additional £269m in assets under management.

North East-based Chartered Financial Planning firm Fairstone has established an Aberdeen hub to boost its footprint in Scotland following the acquisition of two local Financial Planning firms.

NatWest Group has this week completed its £2.7bn acquisition of London-based wealth manager and Financial Planner Evelyn Partners.

Chartered Financial Planner and wealth manager Bowmore Wealth has increased its Assets Under Advice (AUA) by £135m with the acquisition of two London financial advisers, DWA Protector Limited and Rogate Capital Limited.

Wealth manager and Financial Planner MKC Wealth has announced six acquisitions in 2026 so far, adding £275m in Assets Under Management and Advice.

Wealth manager and Chartered Financial Planner Fairstone is planning more than 20 acquisitions of financial advice firms this year and has already completed 8 deals in Q1 alone.

More than 99% of Schroders shareholders have voted this week in favour of a £9.9bn takeover of the company by US investment house Nuveen.

Wealth and investment manager W1M has completed its acquisition of Vermeer Partners after receiving regulatory approval.

Fast growing Financial Planning firm Perspective Financial Group has acquired six Financial Planning firms in the last few months as part of an expansion drive.

US private equity firm Stone Point Capital has acquired a majority stake in growing Financial Planning firm Amber River.