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  • One Four Nine launched in October

    One Four Nine buys Surrey-based Chartered Planner

  • L-R: Steve Jupp and Richard Dawes

    Tilney acquires Essex IFA firm

  • Elevation Financial Group is a privately owned national IFA consolidator formed in 2011

    IFA consolidator Elevation acquires Essex IFA

  • AJ Hird is the third of four deals in Prosperis' acquisition pipeline

    Prosperis acquires Yorkshire Planning firm

  • Frenkel Topping's website

    Frenkel Topping acquires personal injury firm in £10m deal

  • Premier Milton said it had concluded that there are insufficient commercial merits to make a formal acquisition proposal to River & Mercantile

    Premier Miton withdraws River & Mercantile bid

  • James Stevenson, CEO at Succession Group

    Succession Wealth acquires £1.4bn Financial Planning firm

  • Shipman Group is part of Amber River (formerly known as Socium)

    PE-backed Exeter IFA makes third acquisition

  • Charles Stanley's website

    £280m Charles Stanley takeover moves step closer

  • Raymond James' website

    Raymond James completes takeover of Charles Stanley

  • Martin Gilbert is chairman of AssetCo

    Gilbert’s AssetCo snaps up River & Mercantile

  • David Lawrence, UK CEO at Kingswood, said the deal is first of many for the firm this year.

    Kingswood acquires Yorkshire Planning firm in £1.5m deal

  • Lee Hartley, CEO of Fairstone

    Fairstone adds £250m AUA in double Planner acquisition

  • Verso Wealth Management acquires Chartered firm

  • Wealthfront will become a wholly owned subsidiary of UBS

    UBS acquires US robo-adviser Wealthfront for £1bn

  • 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

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