Jim Grant, CEO of Bath-based Chartered Financial Planner Fidelius, is stepping down after 12 years in the role as the FCA gives the go ahead to Swedish wealth manager Sӧderberg & Partners to take a minority stake in the business.

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National Financial Planner Wren Sterling has completed its first acquisition of 2024 with a deal to buy £265m AUM Newcastle-under-Lyme firm TW Financial Planning.

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Chartered Financial Planner Craven Street Wealth has completed its acquisition of Punter Southall Aspire’s Financial Planning division which was announced in January.

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Private equity investor Pollen Street Capital is to acquire SIPPs and Financial Planning firm Mattioli Woods in a £432m deal announced today.

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Nationwide Building Society is to buy Virgin Money for £2.9bn to create a combined business serving 22.6m customers.

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Chartered Financial Planning-based wealth manager Fairstone is planning to increase its number of acquisitions this year after acquiring or part acquiring 24 firms over the past 12 months.

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Wealth manager Waverton is to merge with rival London & Capital to form a £17bn AUM wealth management business.

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Expanding Financial Planner and wealth manager MKC Wealth has acquired London-based Financial Planning Firm Wealth for Women for an undisclosed sum.

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Virgin Money is to buy Abrdn’s 50% stake in their joint venture called Virgin Money Investments.

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The number of Certified Financial Planner professional worldwide rose by 5.1% in 2023 to reach an all time record of 223,770.

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