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).
Read more ...Titan Wealth expands workplace business with acquisition
- Wednesday, 02 April 2025
- Articles

Wealth manager and Financial Planner Titan Wealth has acquired Workplace Advice Group, a provider of workplace pensions which manages £200m for 1,459 schemes.
Read more ...Wealthtime owner buys Craven Street Wealth
- Friday, 28 March 2025
- Articles

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.
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