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Fairstone to buy £120m AUM Chartered Planner

North East-based national Financial Planning firm Fairstone has announced a deal to acquire £120m AUM Kings Lynn-based Chartered Financial Planning firm Allen Tomas & Co.

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Progeny acquires 4-office Scottish Chartered Planner firm

Expanding Chartered Financial Planner Progeny has acquired £600 AUM Scottish Chartered Financial Planner firm Carbon Financial Partners for an undisclosed sum.

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Perspective notches up 75th adviser acquisition

Fast growing wealth manager Perspective Financial Group has acquired two financial advice firms to push its total of acquired firms to 75.

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Acquisitive new group MRW acquires 3 adviser firms

Newly-launched adviser firm MRW Group has acquired three financial advisory firms with the help of funding from OakNorth, a bank for entrepreneurs.

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