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  • Succession Wealth has acquired The Oxford Advisory Partnership in an all-cash deal

    Succession buys £175m AUM Oxford IFA

  • Allotts Financial Services' website

    Kingswood snaps up Yorkshire IFA for £2.5m

  • Jackie Leiper, pensions stockbroking and distribution director at Lloyds Banking Group, has now been appointed as CEO of Embark.

    Lloyds buys Embark for £390m and plans D2C move

  • John Home and Chris Tweed

    Scottish wealth manager makes fourth acquisition

  • Ian Wilkinson, CEO of Perspective, said the firm aims to be the acquirer of choice of Financial Planning firms

    Perspective acquires £160m Warwickshire Planner

  • Kingswood UK CEO David Lawrence

    Kingswood buys Essex IFA for £15.3m

  • David Lawrence, UK CEO at Kingswood

    Kingswood acquires Hampshire adviser in £3.6m deal

  • Shanti Keleman, CIO of M&G Wealth

    M&G acquires TCF Investment to launch MPS

  • Lee Hartley, CEO at Fairstone

    Fairstone hits £100m revenues with 3rd acquisition of 2022

  • Neil Moles, CEO of Progeny

    Progeny buys RU Group in “highly significant” deal

  • Martin Gilbert, chairman of AssetCo

    AssetCo buys Edinburgh asset manager for £2.8m

  • The acquisition is the second for Verso this year

    Verso acquires £150m HNW wealth manager

  • Unique Financial Planning's website

    Unique acquires fellow Openwork network Planner

  • Les McLintic, group chairman at Westerby

    Westerby acquires SIPP administrator CPPL

  • Amber River was formerly known as Socium Group

    Amber River acquires £380m Chartered Planner

  • River & Mercantile's website

    River & Mercantile shareholders back AssetCo takeover

  • Roger Brosch, CEO of Foster Denovo

    PE firm injects £100m funding into Foster Denovo

  • Saltus' website

    Saltus acquires £160m AUM Hertfordshire wealth manager

  • Allfunds' website

    Allfunds to acquire Web Financial for £120m

  • Tatton Asset Management's website

    Tatton to acquire 50% of DFM 8AM for £7m

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