Bath-based Chartered Financial Planner Fidelius has acquired a non-controlling holding in Vobis Ltd, a London Financial Planning business specialising in high-net-worth clients.

Chartered Financial Planning firm AAB Wealth has acquired £650m AUA London-based Financial Planning firm Magus Wealth for an undisclosed amount.

Financial Planning solutions provider Benchmark Capital, owned by Schroders, has bought the remaining minority stake in Harrogate-based Oculus Wealth Management for an undisclosed sum.

Newcastle Financial Advisers, part of Newcastle Building Society, has acquired County Durham-based Financial Planning firm Orchard Financial Management.

Expanding Financial Planner and wealth manager MKC Wealth has acquired £120m AUA adviser Yodelar Investments Ltd and online platform Yodelar.com for an undisclosed amount.

Wealth manager Quilter has acquired specialist NHS pension analyst and support services firm MediFintech for an undisclosed sum.

The value of acquisitions of financial advice firms rose considerably in 2024 due to an increase in the acquisition of firms with over £1bn in assets under advice.

Investment manager Marlborough, based in Bolton, has acquired a 20% stake in London-based Chartered Financial Planning firm First Wealth.

Financial Planning firm Shackleton, formerly the Skerritts Group, has acquired Richmond-based PK Financial Planning.

AJ Bell has agreed to sell its Platinum SIPP and SSAS business to InvestAcc Group for £25m, with the deal expected to complete in the second half of this year.

Pensions and Sipp consultancy Barnett Waddingham has been acquired by insurance intermediary and benefits firm Howden for an undisclosed sum.

Professional services giant Accenture has acquired technology consultancy firm Altus Consulting from Equisoft for an undisclosed sum.

National Financial Planning firm Wren Sterling has added £300m in assets under management with three acquisitions, nudging up total assets to £9bn.

City of London-based Partners Wealth Management has completed the acquisition of Aberdeen-based Johnston Carmichael Wealth for an undisclosed sum.

Wealth manager and Financial Planner Brooks Macdonald has completed the sale of Brooks Macdonald Asset Management (International) to Canaccord Genuity Wealth.

Wealth manager Tavistock has completed its £6m deal to buy asset manager and Discretionary Fund Manager (DFM) Alpha Beta Partners (ABP).

Financial Planner and wealth manager Saltus has bought Newcastle-based Financial Planning firm Lowes Financial Management for an undisclosed amount.

Financial Planning solutions provider Benchmark Capital, part of Schroders, is to acquire Huddersfield-based adviser firm Robertson Baxter.

SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Standard Life for an undisclosed sum.

Fast-growing Chartered Financial Adviser and wealth manager Shackleton, formerly Skerritts, has acquired Norfolk-based firm Harrold Financial Planning Ltd for an undisclosed sum.