• 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
  • Cullen Wealth's website

    Cullen Wealth in MBO as it looks for acquisitions

  • David Lawrence, chief executive for wealth management at Financial Planner Kingswood

    Exclusive: Kingswood to continue flexible working

  • Neil Moles, CEO of Progeny

    Progeny acquires Scottish Financial Planner

  • In a letter sent to shareholders Beaufort said that Socium had decided to withdraw its offer

    Socium withdraws offer for Beaufort

  • Frenkel Topping's website

    Frenkel Topping adds £13m to M&A war chest

  • Ian Mattioli

    Mattioli acquires 2 financial firms in £110m deal

  • Frenkel Topping has launched a critical care and case management division

    Frenkel Topping on the hunt for more acquisitions

  • Fairstone CEO Lee Hartley

    Fairstone adds 2 firms to buy-out scheme

  • CEO Ian Wilkinson said that the firm expects to complete at least four more acquisitions before the end of 2021.

    Perspective snaps up 4 IFAs in acquisition spree

  • When contacted Financial Planning Today, South African-owned Sanlam declined to comment on the sale.

    Sanlam to sell UK Planning business

  • STM Group is reducing its executive director team from three to two.

    STM makes COO redundant as it downsizes exec team

  • True Potential chief executive Daniel Harrison spoke to Financial Planning Today about the firm's deal with Cinven

    Exclusive: True Potential CEO warns about high bids for firms

  • One Four Nine launched today with two acquisitions

    New Planning group launches with two acquisitions

  • Transact is looking to create a “shop window” for buyers to anonymously confirm their interest in sellers.

    Transact bolsters M&A help for adviser firms

  • Royal London logo

    Royal London offers exclusive merger talks to LV=

  • Martin Bamford, Financial Planner at Informed Choice, said increased M&A activity could provide career opportunities for some advisers and could provide good hunting grounds for Financial Planning firms looking to hire.

    M&A could create more sustainable Planning profession

  • New Financial Planning group One Four Nine launched in October with the acquisition of Charter Financial Planning and Riche Whatmough Crozier, backed by private equity house Copper Street Capital.

    Expect more US PE-financed Planner deals in 2022

  • Financial Planners are preparing for provider disruption in 2022

    Provider consolidation could test Planners in 2022

  • Gunner & Co surveyed 106 Financial Planning firm owners in February

    6 in 10 Financial Planning bosses looking to exit

  • Ray Adams, Chartered Financial Planner and founder of CashCalc, said the ValidPath solution could be a gamechanger for advisers

    ValidPath launches advice firm sale solution

Page 2 of 4

  • Prev
  • 1
  • 2
  • 3
  • 4
  • Next

Key Links

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