Financial Planner acquistions boost Chase de Vere
- Friday, 14 June 2024
- Articles
National IFA Chase de Vere has reported a £700,000 rise in pre-tax profits thanks in part to the acquisition of two Financial Planning firms in 2023.
Read more...Loyal North acquires Surrey-based IFA firm
- Monday, 22 April 2024
- Articles
Fast-growing Financial Planning and wealth management group Loyal North has completed the acquisition of New Malden, Surrey-based Whitman Fry Wealth Management Ltd for an undisclosed amount.
Read more...Söderberg takes stakes in 4 more IFA firms
- Tuesday, 16 April 2024
- Articles
Swedish wealth manager Söderberg & Partners has invested in four more IFA firms as it expands its financial advice presence in the UK.
Read more...Perspective adds £220m AUM with double acquisition
- Tuesday, 03 October 2023
- Articles
Fast-growing wealth manager and Financial Planner Perspective has has made two new acquisitions, adding £220m in AUM and boosting its total number of adviser firm takeovers so far this year to 17, with seven more to come in the next few months.
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