SSAS firm WestBridge Group is to acquire the employees, clients and assets of Rowanmoor Executive Pensions Limited’s (REPL) book of 3,500 small self-administered schemes (SSAS), for an undisclosed sum.
Fast-growing Chartered Financial Planning firm Fairstone has acquired Hereford-based Complete Financial Planning.
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.
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.
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.
Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m.
Kent-based Financial Planning firm GSI Group has made its first acquisition with a deal to buy a Hampshire adviser.
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.
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.
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.
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