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Ian Mattioli of Mattioli Woods

Mattioli buys London Planner for £2.34m 

Details
03 February 2021
  • Mattioli Woods
  • Ian Mattioli
  • mergers
  • Montagu
  • Twickenham

Wealth manager and SIPP provider Mattioli Woods has bought London-based Financial Planner Montagu Limited in a deal worth up to £2.34m. 

Read more …

Frenkel Topping website

Frenkel Topping acquires 2 law firms

Details
02 February 2021
  • Frenkel Topping
  • mergers
  • clinical injury
  • damages

Financial adviser Frenkel Topping has acquired two specialist clinical injury law firms for a total of £9m only a few months after revealing it was shifting its strategy away from acquiring adviser firms.

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Refinitiv website

LSE completes £20bn acquisition of Refinitiv

Details
29 January 2021
  • LSE
  • takeover
  • mergers
  • Refinitiv

The London Stock Exchange Group has completed its £20bn acquisition of global data provider Refinitiv in an all-share deal.

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Rob Lewis of Celtic Financial Planning

North Wales Planner buys firm’s IFA arm

Details
27 January 2021
  • Wales
  • North Wales
  • Celtic Financial Planning
  • mergers
  • Halton Insurance Services
  • Mold
  • Rob Lewis

North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.

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Corfe Wealth

Vintage to acquire Chartered Planner’s firm

Details
27 January 2021
  • Chartered Financial Planner
  • Vintage Wealth Management
  • Corfe Wealth Management
  • Christopher Webb
  • mergers

Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.

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Ian Wilkinson of Perspective

Perspective close to acquiring 10 adviser firms

Details
25 January 2021
  • Perspective
  • mergers
  • Atkinson White
  • Darlington

National Financial Planner and wealth manager Perspective has revealed plans to acquire more than 10 adviser firms over the next few months after announcing its 39th acquisition today.

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AFH CEO Alan Hudson

US private equity firm to buy AFH for £224.5m

Details
25 January 2021
  • AFH
  • Alan Hudson
  • mergers
  • Flexpoint Ford LLC

US private equity firm Flexpoint Ford LLC has agreed a £224.5m cash takeover of Financial Planning group AFH.

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Hurst Point Group website

Hurst Point acquires 5 Planner firms in 2020

Details
25 January 2021
  • Neil Dunkley
  • mergers
  • Hurst Point
  • Cameron Lewnes
  • Portcullis Wealth Management
  • Russell Marlow
  • Hazlewood Investment Services
  • Argentis Financial Planning

Hurst Point Group has revealed today that it acquired 5 Financial Planning firms in 2020 with more deals on the way.

Read more …

SJP logo

SJP to chop 200 roles after review

Details
12 January 2021
  • jobs
  • St James's Place
  • SJP
  • Andrew Croft
  • mergers

Wealth manager St James’s Place is to cut 200 jobs from its workforce following a review of the business.

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Sesame CEO Michele Golunska

Kelly exits as Sesame Bankhall reshuffles exec team

Details
11 January 2021
  • Sesame Bankhall Group
  • reshuffle
  • network
  • Ross Liston
  • Richard Howells
  • mergers

Adviser network Sesame Bankhall Group has given expanded roles to Richard Howells and Ross Liston as part of an exec reshuffle.

Read more …

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