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Will Self

Curtis Banks completes Talbot and Muir takeover

Details
02 November 2020
  • Curtis Banks
  • Talbot and Muir
  • Will Self
  • acquistion
  • Dunstan Thomas
  • mergers

SIPP provider Curtis Banks has received the go ahead from the FCA to complete its acquisition of rival Talbot and Muir.

Read more …

1825 CEO Julie Scott

Some staff leave 1825 in senior exec shake up

Details
29 October 2020
  • 1825
  • Standard Life Aberdeen
  • Julie Scott
  • mergers

Standard Life Aberdeen’s Financial Planning business 1825 has shed a "small number" of staff in a senior exec shake up.

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Kim Bendall

Bendall launches new outsourced Paraplanning firm

Details
28 October 2020
  • Paraplanners
  • Paraplanning
  • Kim Bendall
  • mergers
  • Go Paraplanning
  • Ralph Sanders

Experienced Paraplanner Kim Bendall has launched an outsourced Paraplanning firm called Go Paraplanning.

Read more …

Fidelity Personal Investing website

Fidelity buys LGIM’s £5.8bn personal investing arm

Details
23 October 2020
  • Fidelity
  • Fidelity Personal Investing
  • Michelle Scrimgeour
  • Stuart Welch
  • mergers
  • LFIM

Fidelity has acquired Legal & General Investment Management’s UK Personal Investing business which manages £5.8bn in assets for 300,000 clients.

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Mazars new logo

Mazars rebrands global business

Details
23 October 2020
  • Mazars
  • rebrand
  • Chartered Financial Planners
  • Certified Financial Planners
  • mergers

Financial services company Mazars, which has a substantial UK Financial Planning arm, has launched a global rebrand.

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Mattioli Woods website

Mattioli says market is steadying as it plans to grow

Details
19 October 2020
  • Mattioli Woods
  • Joanne Lake
  • AGM
  • mergers

Wealth manager and SIPP provider Mattioli Woods says its market is beginning to stabilise and it is planning further acquisitions.

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Expect more adviser acquisitions soon says IWP

Details
16 October 2020
  • acquisition
  • IWP
  • mergers

The Financial Planning community can expect to see more acquisitions soon from Independent Wealth Planners, chief executive David Inglesfield has told Financial Planning Today magazine's latest issue.

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MAC Group logo

MAC Financial acquires Isle of Man IFA

Details
15 October 2020
  • Isle of Man
  • acquisition
  • merger
  • mergers
  • MAC Group

Financial Planning firm MAC Financial has acquired the business of Island Financial Solutions (IFS).

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Susie Laws and Gordon Kearney

MBO at Chartered Financial Planners Fiducia Wealth

Details
14 October 2020
  • Essex
  • MBO
  • Chartered Financial Planners
  • management buyout
  • mergers
  • Fiducia Wealth

Chartered Financial Planner firm Fiducia Wealth Management has been bought out by its management.

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Lucas Fettes website

Lucas Fettes buys Suffolk Chartered Financial Planners

Details
14 October 2020
  • Chartered Financial Planner
  • mergers
  • Lucas Fettes
  • Andrew Dickson

Expanding Chartered Financial Planner firm Lucas Fettes Financial Planning has acquired a fellow Chartered Financial Planner firm, Andrew Dickson of Suffolk.

Read more …

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