Private equity-backed Quanta Group, the owner of the Wealthtime platform, is to acquire expanding Financial Planning firm Craven Street Wealth.
Read more ...Hargreaves CFO to quit after £5.4bn takeover
- Wednesday, 19 March 2025
- Articles

Hargreaves Lansdown’s chief financial officer Amy Stirling is to leave the business after the imminent takeover of the company goes through.
Read more ...Troubled Kingswood may be sold to pay off debts
- Wednesday, 12 March 2025
- Articles

Troubled Financial Planning group Kingswood, which has expanded rapidly in the past five years, may be sold 100% to a private equity firm as it wrestles with a £91m debt mountain.
Read more ...Lumin Wealth acquires Berks Financial Planner firm
- Thursday, 13 February 2025
- Articles

Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).
Read more ...M&A activity in IFA sector gathers pace
- Wednesday, 05 February 2025
- Articles

The pace of merger and acquisition activity in the IFA market has increased with widespread consolidation under way, according to new research from respected pollsters Opinium.
Read more ...Titan Wealth buys £525m AUM Jersey Financial Planner
- Friday, 24 January 2025
- Articles

Wealth manager and investment firm Titan Wealth has continued its acquisition trail with a deal to buy £535m AUM Jersey Financial Planning firm Advisa Wealth.
Read more ...Consolidator snaps up Canada Life’s onshore bond arm
- Monday, 23 December 2024
- Articles

Expanding European life and pensions consolidator Chesnara has acquired Canada Life’s onshore bond arm.
Read more ...Titan Wealth acquires Financial Planner IWP
- Wednesday, 18 December 2024
- Articles

Wealth manager and investment firm Titan Wealth has acquired Financial Planning rival Independent Wealth Planners (IWP).
Read more ...ASHL sells off LYNC Wealth Management
- Wednesday, 06 November 2024
- Articles

National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal to sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.
Read more ...One Four Nine acquires Chartered Financial Planner
- Wednesday, 06 November 2024
- Articles

The Financial Planning arm of national financial adviser One Four Nine Group has acquired Nottingham-based Castlegate Capital, a Chartered Financial Planning firm.
Read more ...