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Fairstone HQ in Sunderland

Fairstone completes takeover of £160m AUM Chartered firm

Details
13 December 2023
  • Paraplanners
  • Paraplanning
  • Fairstone
  • Chartered Financial Planners
  • Kent
  • mergers
  • Goodman

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

Read more …

HFMC website

HFMC Wealth buys London adviser Harford Financial

Details
06 December 2023
  • London
  • mergers
  • HFMC
  • Harford Financial

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

Read more …

Skerritts CEO Paul Feeney

Skerritts buys North West Financial Planning firm

Details
06 December 2023
  • Chester
  • mergers
  • Skerritts
  • Chadwick McLean
  • Hove

Acquisitive South Coast-based wealth manager and financial adviser Skerritts has acquired £230m AUM Financial Planning firm Chadwick McLean, which is based in Chester.

Read more …

Perspective CEO Ian Wilkinson

Perspective buys £240m AUM Essex adviser firm

Details
23 November 2023
  • Perspective
  • Perspective Financial Group
  • Ian Wilkinson
  • mergers
  • Primera Wealth Management

Fast growing wealth manager and Financial Planner Perspective Financial Group has acquired Essex-based Primera Wealth Management, its 20th acquisition this year.

Read more …

Zedra website

Zedra to buy global private client fiduciary firm

Details
17 November 2023
  • global
  • mergers
  • Zedra
  • LJ Fiduciary
  • Alvarium Private Office

 

Expanding global specialist wealth manager Zedra is to acquire LJ Fiduciary and Alvarium Private Office (APO), a private client firm with offices in the Isle of Man, Geneva and the UK.

Read more …

Intelligent Capital website

Canaccord scales up Planning ambitions with Scottish deal

Details
10 November 2023
  • Canaccord Genuity Wealth Management
  • Canaccord‎ Genuity
  • mergers
  • Intelligent Capital

Wealth manager Canaccord Genuity is to acquire Glasgow-based £220m AUM Financial Planner Intelligent Capital.

Read more …

Fairstone CEO Lee Hartley

Fairstone to buy £120m AUM Chartered Planner

Details
10 November 2023
  • East Anglia
  • Lee Hartley
  • Fairstone
  • mergers
  • Allen Tomas & Co

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.

Read more …

Carbon Financial Partners MD Gordon Wilson

Progeny acquires 4-office Scottish Chartered Planner firm

Details
24 October 2023
  • Scotland
  • acquisition
  • Progeny
  • mergers
  • Carbon Financial Partners

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

Read more …

Perspective CEO Ian Wilkinson

Perspective notches up 75th adviser acquisition

Details
23 October 2023
  • Perspective
  • acquisition
  • Ian Wilkinson
  • mergers
  • Accord Financial Management Ltd
  • RPG Financial Ltd

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

Read more …

Merlin Wealth Planning - one of the three firms being acquired

Acquisitive new group MRW acquires 3 adviser firms

Details
17 October 2023
  • mergers
  • MRW Group
  • OakNorth
  • Merlin Wealth Planning
  • Emet Financial Services
  • Mayfayre Financial Services

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

Read more …

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