Fast-growing Chartered Financial Planning firm Fairstone has acquired Hereford-based Complete Financial Planning.
Read more ...Fairstone acquires £170m FUM Complete Financial Planning
- Wednesday, 07 December 2022
- Articles

Alltrust buys failed Rowanmoor Personal Pensions
- Wednesday, 07 December 2022
- Articles

SIPP and SSAS provider Alltrust has acquired failed firm Rowanmoor Personal Pensions Limited (RPPL) which went into administration in the summer after a flood of complaints to the Financial Ombudsman Service.
Read more ...Kingswood buys Chartered Planner firm for £12.4m
- Thursday, 01 December 2022
- Articles

Fast-growing Financial Planner and wealth manager Kingswood has acquired JFP Holdings Limited, the parent company of Cheshire Chartered Financial Planner JFP Financial Services Limited.
Read more ...Curtis Banks confirms bid approach from Nucleus
- Friday, 25 November 2022
- Articles

SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.
Read more ...Kingswood buys Lincs Chartered Planner for £3.5m
- Thursday, 03 November 2022
- Articles

Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m.
Read more ...Southeast Financial Planner makes first acquisition
- Thursday, 27 October 2022
- Articles

Kent-based Financial Planning firm GSI Group has made its first acquisition with a deal to buy a Hampshire adviser.
Read more ...Advanta on target for 7 acquisitions this year
- Thursday, 20 October 2022
- Articles

Growing wealth manager Advanta is to acquire £150m AUM Genesis Financial Planning, its first acquisition in London and one of seven acquisitions planned this year.
Read more ...One Four Nine hits £1bn in assets with sixth takeover
- Wednesday, 12 October 2022
- Articles

Rapidly expanding adviser and fund manager One Four Nine Group has acquired Nottingham-based firm HFL Financial Advisers, boosting its clients assets to over £1bn only a year after launch.
Read more ...Perspective snaps up 3 more adviser firms
- Monday, 10 October 2022
- Articles

Acquisitive Financial Planning group Perspective has acquired three more adviser firms, adding 290 households as clients and £70m assets under management (AUM) to the group.
Read more ...Clifton AM acquires South Wales financial adviser
- Monday, 10 October 2022
- Articles

Bristol-based Clifton Asset Management has acquired Caerphilly-based financial advisers Mark Philips Ltd, boosting Clifton's assets under management (AUM) to over £1bn.
Read more ...