• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Carbon Financial Partners MD Gordon Wilson

    Progeny acquires 4-office Scottish Chartered Planner firm

  • Lumin Wealth website

    Lumin Wealth acquires £95m AUM Bucks Planner

  • Lee Hartley, Fairstone CEO

    Fairstone adds £380m AUM with 2 acquisitions

  • Loyal North's website

    Loyal North acquires Scottish Borders Planning firm

  • Jamie Shepherd, chief executive at Courtiers

    Courtiers adds £105m AUM with fifth acquisition

  • Andrew Fearon, joint CEO and head of M&A at Titan Wealth

    Private equity firm to acquire Titan Wealth

  • Foster Denovo website

    Foster Denovo buys £110m AUM Hants adviser

  • Andrew Fearon, joint group chief executive and head of M&A at Titan

    Titan Wealth acquires £4bn AUM Bristol Planner

  • Roger Brosch, Foster Denovo chief executive and David Taylor, Punter Southall Aspire managing director.

    Foster Denovo acquires employee benefits business

  • Fairey Associates website

    Chartered Planner Fairey snaps up £100m AUM Norfolk rival

  • Fintel co-CEO Neil Stevens

    Fintel snaps up Synaptic Software in £4m deal

  • Jonny Hague, Margaret El Khalidi, Keir Singleton (all Harwood Hutton), Tom Shave (Evelyn Partners), David Jones (Harwood Hutton), Giles Murphy (Evelyn Partners) and Adam Stronach (Harwood Hutton)

    Evelyn Partners acquires Bucks tax adviser

  • Mark Howlett, chief executive, Liberate

    Liberate Wealth acquires £275m AUM Planner

  • 7IM website

    7IM buys £1bn AUM London Financial Planner

  • MKC Wealth website

    MKC Wealth acquires 2 firms and £90m in AUA

  • Söderberg website

    Sweden's Söderberg completes 4th UK adviser deal

  • CBAM's website

    Close Brothers acquires Dorset Chartered firm

  • Prosperis' website

    Expanding Prosperis acquires Newcastle IFA

  • Soderberg website

    Söderberg takes stakes in 2 more UK firms

  • Boston Multi Family Office is one of the Isle of Man's largest trust and fiduciary businesses.

    Family office aquires Turnstone fiduciary business

Page 16 of 18

  • Prev
  • 9
  • 10
  • 11
  • 12
  • 13
  • 14
  • 15
  • 16
  • 17
  • 18
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Sitemap
  • Contact the Newsdesk
Copyright © 2024 Financial Planning Today. All Rights Reserved.