Wren Sterling strikes first takeover deal of 2024
- Thursday, 28 March 2024
- Articles
National Financial Planner Wren Sterling has completed its first acquisition of 2024 with a deal to buy £265m AUM Newcastle-under-Lyme firm TW Financial Planning.
Read more...Fairstone completes acquisition of £110m AUM IFA
- Tuesday, 26 March 2024
- Articles
North East-based Chartered Financial Planning-focused wealth manager Fairstone has completed the acquisition of £110m AUM Nottingham IFA James Ryan Thornhill three years after first announcing the deal in June 2021.
Read more...Evelyn Partners adds Planner to Nottingham office
- Wednesday, 25 October 2023
- Articles
Wealth manager and Financial Planner Evelyn Partners has appointed Andrew Moat as a Financial Planner in its Nottingham office.
Read more...Nottingham Planner acquires local IFA
- Wednesday, 02 August 2023
- Articles
George Square Financial Management has acquired fellow Nottingham-based Financial Planning firm Taylor McGill.
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