Financial Planner acquistions boost Chase de Vere

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.

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Loyal North acquires Surrey-based IFA firm

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.

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Söderberg takes stakes in 4 more IFA firms

Swedish wealth manager Söderberg & Partners has invested in four more IFA firms as it expands its financial advice presence in the UK.

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Perspective adds £220m AUM with double acquisition

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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