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  • Steve Wilson, founder of 2hWealthcare

    Evelyn acquires Beaconsfield Planner firm

  • Tatton Asset Management's website

    Tatton completes £7m DFM acquisition

  • Verso Wealth Management is a digitally-driven wealth management group

    Verso acquires Glasgow Planner firm

  • The acquisitions bring £1.1bn in assets under management to Finitor.

    Financial Planner completes double acquisition

  • Alan Kentish, CEO of STM

    STM completes £3.3m Mercer SIPP business acquisition

  • Scholes & Brown has joined under Evelyn Partners' succession scheme

    Evelyn acquires Newcastle Chartered Planner firm

  • Simon Cogman-Hellier, CEO of Radiant Financial Group, said the firm is looking for more Scottish acquisitions

    Consolidator Radiant acquires 2 Scottish Planners

  • Brewin Dolphin's website

    Brewin acquisition by RBC gains regulatory approval

  • Frenkel Topping's website

    Frenkel Topping acquires 2 firms

  • Simon Cogman-Hellier, CEO at Radiant Financial Group

    Radiant Financial Group acquires 3 adviser firms

  • David Lawrence, CEO at Kingswood Group

    Kingswood enters Irish market with £23m acquisition

  • Redmill offers remote training including reading materials, videos, e-learning content, assessments and exams.

    Adviser trainer acquired by education consolidator

  • Brooks Macdonald's Andrew Shepherd

    Brooks Macdonald buys Manchester Planner

  • Hurst Point logo

    Hurst Point acquires 2-office wealth manager

  • Steve Burns, managing director of Lewis Brownlee Financial Services

    Progeny buys 3-office South East Chartered Planner

  • Gavin Roberts, owner and Chartered Financial Planner at Chartered Independent

    Benchmark takes stake in West Midlands Chartered Planner

  • Curtis Banks website

    Curtis Banks confirms bid approach from Nucleus

  • Verso has completed five acquisitions in 2022, including four Financial Planning and wealth management firms.

    Verso boosts assets by £725m with 2 Planner acquisitions

  • Perspective CEO Ian Wilkinson

    Perspective snaps up 12th adviser firm in 2022

  • Nucleus website

    Nucleus to buy Curtis Banks for £242m

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