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David Lawrence

David Lawrence: I am laser-focused on building Kingswood

Details
10 August 2022
  • column
  • Continuum
  • Kingswood Group
  • mergers
  • David Lawrence

 

Financial Planner and wealth manager Kingswood Holdings has grown rapidly in recent years, both organically and through a rapid acquisition strategy. It has acquired six Financial Planning firms this year with seven more in the pipeline. In this Q&A Financial Planning Today editor Kevin O’Donnell quizzes CEO David Lawrence about the growth and plans for the future.

Read more …

My Pension Expert website

Expansion plans for IFA My Pension Expert

Details
03 August 2022
  • FCA
  • My Pension Expert
  • mergers
  • Palatine Private Equity

At-retirement IFA My Pension Expert (MPE) has received FCA approval to accept a “significant investment” from Palatine Private Equity to fund its expansion plans.

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Continuum MD Martin Brown

M&G Wealth to acquire national IFA Continuum

Details
03 August 2022
  • M&G
  • Continuum
  • mergers
  • M&G Wealth

Fund manager and wealth manager M&G is to acquire the national IFA firm Continuum (Financial Services) for an undisclosed sum.

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Kingswood website

Kingswood makes 6th acquisition of 2022 

Details
01 August 2022
  • Kingswood
  • mergers
  • David Lawrence
  • Smith Pearman and Associates

Financial Planning-focused wealth manager Kingswood has acquired Hants IFA Smith Pearman and Associates, its 6th acquisition of the year so far. 

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Investec Wealth

Investec to acquire Edinburgh wealth adviser 

Details
29 July 2022
  • Investec Wealth & Investment
  • mergers
  • Murray Asset Management

Investec Wealth & Investment is to acquire Edinburgh wealth manager and Financial Planner Murray Asset Management for an undisclosed sum.

Read more …

MKC Wealth website

MKC Wealth snaps up Cheshire IFA Genius

Details
29 July 2022
  • Cheshire
  • mergers
  • MKC Wealth
  • Genius Wealth Management

Private-equity backed wealth manager MKC Wealth has acquired Genius Wealth Management of Cheshire for an undisclosed sum.

Read more …

WH Ireland website

Pre-tax profit dips for WH Ireland amid tough market conditions 

Details
27 July 2022
  • profits
  • WH Ireland
  • mergers
  • Phillip Wale

Wealth manager and Financial Planner WH Ireland has reported a drop in full year pre-tax profit from £1.5m to £1.4m despite an 11% rise in revenue to £32m.

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Argentis website

Harwood becomes Argentis and buys 2 IFA firms

Details
19 July 2022
  • Harwood
  • mergers
  • Argentis Group
  • D Heaton
  • Wealth Creation & Management

 

Private equity-owned Harwood Wealth Management has acquired two adviser firms and has rebranded as Argentis Group.

Read more …

Anthony Carty

Clifton AM snaps up Aberdeen wealth firm 

Details
18 July 2022
  • Bristol
  • Clifton Asset Management
  • mergers
  • Burnett & Reid Wealth Management

Bristol-based Clifton Asset Management is to acquire Aberdeen-based wealth manager and IFA Burnett & Reid Wealth Management and is planning further deals.

Read more …

Dynamic Planner CEO Ben Goss

Private equity firm FPE invests in Dynamic Planner

Details
14 July 2022
  • Ben Goss
  • Dynamic Planner
  • private equity
  • mergers
  • FPE Capital

Private equity firm FPE Capital is to pump an undisclosed sum into Financial Planning fintech Dynamic Planner to help accelerate growth.

Read more …

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