Nearly a third of financial advisers (30%) want to sell their firms, according to a survey.
Read more ...Fairstone acquires £120m AUM East Anglia adviser firm
- Wednesday, 01 October 2025
- Articles

Financial Planning-focused wealth manager Fairstone has boosted its footprint in East Anglia with the acquisition of a Norfolk-based Financial Planning firm.
Read more ...K3 takes stakes in 2 advisers as it launches new division
- Wednesday, 20 August 2025
- Articles

Bolton-based business advisory platform K3 Capital Group has launched a financial services division built around significant new investments in Pareto Financial Planning and Luna Investment Management.
Read more ...Shackleton buys £900m AUM South West Planner Chetwood
- Thursday, 03 July 2025
- Articles

Expanding Financial Planner Shackleton has acquired South West-based Financial Planning and wealth management group Chetwood, adding £900m in AUM to its assets.
Read more ...Editor’s Comment: Time to halt 'anti-social' social media
- Friday, 06 June 2025
- Articles

Today the FCA announced it was spearheading a global crackdown on rogue social media influencers. About time many will say.
Read more ...Editor’s Comment: A business merger or a shotgun wedding?
- Friday, 30 May 2025
- Articles

One of the big Financial Planning stories of the week was the merger announced of two of the more significant players in the wealth management / Financial Planning space: Mattioli Woods and Kingswood.
Read more ...Saltus buys £400m AUM Herts Financial Planner
- Friday, 23 May 2025
- Articles

Financial Planner and wealth manager Saltus has acquired £400m AUM Herts-based Financial Planning firm Delta Financial Management.
Read more ...Westerby snaps up pension and IFA firm Redswan
- Friday, 11 April 2025
- Articles

Wealth adviser and pensions firm Westerby Group - which recently moved to an employee-ownership model - has acquired specialist pension provider and IFA firm Redswan.
Read more ...EQ Investors mulls potential sale
- Friday, 04 April 2025
- Articles

Employee-owned wealth manager and Financial Planner EQ Investors (EQI) is considering significant changes to its ownership which could include sale to a larger business.
Read more ...Westerby Group moves to employee ownership
- Friday, 04 April 2025
- Articles

The chairman and founder of wealth adviser and pensions firm Westerby Group, Les McLintic, has sold the business to employees via an Employment Ownership Trust (EOT).
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