Financial Planning Today
  • 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
WH Ireland website

£12.7m takeover of WH Ireland moves step closer

Details
09 January 2026
  • Jersey
  • WH Ireland
  • mergers
  • TEAM plc

The takeover of troubled Financial Planner and wealth manager WH Ireland by Jersey-based wealth manager Team plc has moved a step closer after WH Ireland shareholders voted overwhelmingly this week (99.99% in favour) to accept the deal.

Read more …

Janus Henderson UK website

US billionaire leads £5.5bn takeover of Janus Henderson

Details
24 December 2025
  • mergers
  • Janus Henderson Group
  • Nelson Peltz
  • Trian Fund Management
  • General Catalyst
  • JHG

London-headquartered fund manager Janus Henderson Group is to be sold to two private equity firms in a £5.5bn cash deal steered by US billionaire investor Nelson Peltz.

Read more …

Global Pension Corporation website

MBO completed at former STM Group

Details
22 December 2025
  • Sipps
  • Ssas
  • STM Group
  • mergers
  • Global Pension Corporation

The management buy out (MBO) of Global Pension Corporation (GPC), formerly known as SIPP and SSAS provider STM Group, has been completed today, the firm has said.

Read more …

Utmost Group website

Utmost sells life and pensions arm to JAB

Details
22 December 2025
  • mergers
  • Utmost Group
  • JAB Insurance

Wealth manager Utmost Group has sold its Utmost Life and Pensions (ULP) arm to JAB Insurance.

Read more …

L-R: Nick Aston, MD Prosser Knowles; Dan Stokoe, regional director Perspective

Perspective acquires £400m AUM Prosser Knowles

Details
18 December 2025
  • Perspective Financial Group
  • Ian Wilkinson
  • mergers
  • Prosser Knowles

Perspective Financial Group has completed its largest acquisition to date with a deal to buy Midlands-based £400m AUM Prosser Knowles Associates Ltd.

Read more …

Finli Group website

Finli acquires 3 advice firms in growth spurt

Details
18 December 2025
  • mergers
  • The Finli Group
  • Acquisitions in the IFA sector
  • James Bryce

Financial Planning firm Finli Group has struck deals to acquire three advice firms as it notches up a total of 21 acquisitions so far this year.

Read more …

James Twining, CEO of Wren Sterling

Wren Sterling buys £900m AUM Evans Hart

Details
12 December 2025
  • London
  • Wren Sterling
  • mergers
  • Evans Hart

 

Expanding national Financial Planning firm Wren Sterling has completed its planned acquisition of Evans Hart, an established £900m AUM South East financial adviser firm serving 2,450 clients in London and the South East.

Read more …

Aberdeen Investments website

Aberdeen to acquire management of £1.5bn MFS funds

Details
12 December 2025
  • mergers
  • Aberdeen Investments
  • MFS
  • closed ended funds

Aberdeen Investments has struck a deal to take over the management of nine closed ended funds worth £1.5bn from long established US fund manager MFS.

Read more …

Penny Group website

Penny Group acquires £350m AUM Berks adviser

Details
21 November 2025
  • mergers
  • Chartered Financial Planner of the Year Award
  • Harridge Financial Services

London-based Chartered Financial Planner The Penny Group has acquired a  majority stake in £360m AUM Berkshire financial adviser Harridge Financial Services.

Read more …

WH Ireland website

Director of troubled WH Ireland quits 2 months early

Details
05 November 2025
  • WH Ireland
  • mergers
  • Simon Moore
  • Gary Stran

Gary Stran, a non-executive director at troubled wealth manager and Financial Planner WH Ireland, has quit the company today (5 November), two months ahead of his planned departure. The company’s chair Simon Moore may also depart early.

Read more …

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10

Page 1 of 36

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Contact the Newsdesk