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.
Read more ...Chartered Planner buys Punter Southall FP arm
- Friday, 26 January 2024
- Articles
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.
Read more ...Söderberg takes 'significant' stake in Chartered Planner
- Friday, 19 January 2024
- Articles
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.
Read more ...Perspective adds £190m AUM with two acquisitions
- Friday, 05 January 2024
- Articles
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.
Read more ...Wealth manager buys 3rd Planner firm in £2.4m deal
- Wednesday, 27 December 2023
- Articles
Jersey-based wealth manager and financial services group TEAM plc has acquired its third Financial Planning business, it announced today.
Read more ...FCA warns firms on selling client banks
- Wednesday, 20 December 2023
- Articles
The FCA has warned that it will intervene on the sale of client banks if selling firms fail to make clear any redress liabilities.
Read more ...Atomos buys 2 regional adviser firms
- Tuesday, 19 December 2023
- Articles
Financial planning-led wealth manager Atomos is continuing on the acquisition trail with the takeover of two regional advice firms.
Read more ...Succession Wealth recruits new CEO from parent Aviva
- Friday, 15 December 2023
- Articles
Succession Wealth has appointed Roger Marsden, managing director, retail UK savings and retirement at Aviva, to become its new CEO.
Read more ...Fairstone completes takeover of £160m AUM Chartered firm
- Wednesday, 13 December 2023
- Articles
National Financial Planning firm Fairstone has completed the acquisition of Goodman Chartered Financial Planners, based in Tunbridge Wells, Kent.
Read more ...HFMC Wealth buys London adviser Harford Financial
- Wednesday, 06 December 2023
- Articles
Expanding Chartered Financial Planner HFMC Wealth has bought London-based Harford Financial Ltd in its fourth deal of 2023.
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