Wealth manager Tavistock has completed its £6m deal to buy asset manager and Discretionary Fund Manager (DFM) Alpha Beta Partners (ABP).
Financial Planner and wealth manager Saltus has bought Newcastle-based Financial Planning firm Lowes Financial Management for an undisclosed amount.
Financial Planning solutions provider Benchmark Capital, part of Schroders, is to acquire Huddersfield-based adviser firm Robertson Baxter.
SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Standard Life for an undisclosed sum.
Fast-growing Chartered Financial Adviser and wealth manager Shackleton, formerly Skerritts, has acquired Norfolk-based firm Harrold Financial Planning Ltd for an undisclosed sum.
Nest, the pension scheme with the highest number of members in the UK, has acquired a 10% stake in the holding company of global pension capital investor IFM Investors.
Wealth manager and Financial Planner Brooks Macdonald has completed its acquisition of Chartered Financial Planners LIFT-Financial Group Limited and LIFT-Invest for £45m.
Isle of Man financial services holding company Manx Financial Group has acquired Liverpool-based wealth manager CAM Wealth Group.
Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in three Financial Planning firms as it continues its strategy of taking stakes in UK advisers.
Acquisitive Northern Ireland financial adviser Milecross Financial has bought Milton Keynes-based Financial Planning firm The Martin Cliffe Practice for an undisclosed amount and plans further deals in 2025.
Foster Denovo has acquired Midlands-based Brian Mole Independent Financial Advisers, adding £300m in assets under advice.
Wealth manager and Financial Planner Brooks Macdonald has completed the acquisition of Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.
MKC Wealth, the expanding wealth manager backed by Cabot Square Capital, has acquired two adviser firms.
Aviva-owned Financial Planning-focused Succession Wealth has acquired Leeds-based Financial Planning and wealth manager True Wealth Group, for an undisclosed amount.
Leicester-based WBR Group, a provider of SSASs and tax advice, has acquired SSAS administrator NM Perris & Co Ltd.
Fast-growing wealth manager and Financial Planner Advanta Solutions, owner of Chartered Financial Planner Advanta Wealth, has acquired south west-based City Financial Planning for an undisclosed amount, adding a further £800m of AUM.
Wealth manager and Financial Planner Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.
Financial Planning firm Ascot Lloyd has acquired Scottish adviser Create and Prosper Financial Services for an undisclosed amount.
Wealth manager and Financial Planner Brooks Macdonald has acquired LIFT Financial Group Ltd and LIFT Invest for £45m.
Insurance giant Willis Towers Watson has acquired a stable in wealth manager Atomos as it looks to expand its presence in the UK wealth market.
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