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Mr Sipp - John Moret
Life Planning Founder George Kinder
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Features
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FP Today Magazine
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LV= chair to quit after private equity deal rejected
iPensions acquires £500m assets of closed SIPP firm
Canaccord to buy Punter Southall Wealth for £164m
IWP acquires £135m wealth manager in 30th deal
Kingswood completes “milestone” acquisition
One Four Nine buys Surrey-based Chartered Planner
Tilney acquires Essex IFA firm
IFA consolidator Elevation acquires Essex IFA
Prosperis acquires Yorkshire Planning firm
Frenkel Topping acquires personal injury firm in £10m deal
Premier Miton withdraws River & Mercantile bid
Succession Wealth acquires £1.4bn Financial Planning firm
PE-backed Exeter IFA makes third acquisition
£280m Charles Stanley takeover moves step closer
Raymond James completes takeover of Charles Stanley
Gilbert’s AssetCo snaps up River & Mercantile
Kingswood acquires Yorkshire Planning firm in £1.5m deal
Fairstone adds £250m AUA in double Planner acquisition
Verso Wealth Management acquires Chartered firm
UBS acquires US robo-adviser Wealthfront for £1bn
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