Wren Sterling strikes first takeover deal of 2024

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.

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Fairstone completes acquisition of £110m AUM IFA

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.

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Evelyn Partners adds Planner to Nottingham office

Wealth manager and Financial Planner Evelyn Partners has appointed Andrew Moat as a Financial Planner in its Nottingham office.

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Nottingham Planner acquires local IFA

George Square Financial Management has acquired fellow Nottingham-based Financial Planning firm Taylor McGill.

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