Financial Planning firm Ascot Lloyd is searching for a new CEO to replace Nigel Stockton who is planning to stand down after running the business for eight years.

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Chartered Financial Planning firm Craven Street Wealth has signed a deal to acquire Punter Southall’s Financial Planning division in a deal which will boost Craven's AUM by £600m to £1.8bn.

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Major Swedish wealth manager Söderberg & Partners has taken a “significant” minority stake in expanding Bath-based Chartered Financial Planner Fidelius as it continues its UK expansion drive.

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Fast-growing wealth manager and Financial Planner Perspective Financial Group completed two more acquisitions shortly before the Christmas break, adding £190m AUM to the firm.

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Jersey-based wealth manager and financial services group TEAM plc has acquired its third Financial Planning business, it announced today.

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The FCA has warned that it will intervene on the sale of client banks if selling firms fail to make clear any redress liabilities. 

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Financial planning-led wealth manager Atomos is continuing on the acquisition trail with the takeover of two regional advice firms.

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Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.

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National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.

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Expanding Chartered Financial Planner HFMC Wealth has bought London-based Harford Financial Ltd in its fourth deal of 2023.

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