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Westbridge website

WestBridge acquires SSAS book from Rowanmoor

Details
07 December 2022
  • Ssas
  • Rowanmoor
  • mergers
  • Westbridge

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. 

Read more …

Fairstone CEO Lee Hartley

Fairstone acquires £170m FUM Complete Financial Planning

Details
07 December 2022
  • Lee Hartley
  • Fairstone
  • Complete Financial Planning
  • mergers

Fast-growing Chartered Financial Planning firm Fairstone has acquired Hereford-based Complete Financial Planning.

Read more …

Alltrust website

Alltrust buys failed Rowanmoor Personal Pensions

Details
07 December 2022
  • pensions
  • Rowanmoor
  • administration
  • mergers
  • RPPL
  • Alltrust

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 CEO David Lawrence

Kingswood buys Chartered Planner firm for £12.4m

Details
01 December 2022
  • Chartered Financial Planner
  • Kingswood
  • mergers
  • David Lawrence
  • JFP Financial Services

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 website

Curtis Banks confirms bid approach from Nucleus

Details
25 November 2022
  • James Hay
  • Nucleus
  • Curtis Banks
  • acquisition
  • mergers

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 CEO David Lawrence

Kingswood buys Lincs Chartered Planner for £3.5m 

Details
03 November 2022
  • Kingswood Group
  • mergers
  • David Lawrence
  • JCH Investment Management
  • Employee Benefit Solutions

Acquisitive Financial Planning and wealth management firm Kingswood has acquired Lincoln-based Chartered Financial Planner JCH Investment Management for £3.5m. 

Read more …

GSI group

Southeast Financial Planner makes first acquisition

Details
27 October 2022
  • mergers
  • GSI Group
  • Oakfield Financial Consultants

Kent-based Financial Planning firm GSI Group has made its first acquisition with a deal to buy a Hampshire adviser.

Read more …

Advanta Wealth website

Advanta on target for 7 acquisitions this year 

Details
20 October 2022
  • mergers
  • Advanta
  • Genesis Financial Planning
  • Beech Tree Private Equity
  • Craig Webster

 

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 CEO Matthew Bugden

One Four Nine hits £1bn in assets with sixth takeover  

Details
12 October 2022
  • East Midlands
  • mergers
  • One Four Nine
  • HFL Financial Advisers

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 …

Ian Wilkinson of Perspective

Perspective snaps up 3 more adviser firms

Details
10 October 2022
  • Perspective
  • Ian Wilkinson
  • mergers
  • Esk Valley Financial Services

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 …

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