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  • Clifton Wealth acquires £75m AUM Welsh Planner

    Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired Welsh Financial Planning firm Lifestyle Financial Advice for an undisclosed amount.

  • Shareholders give Team takeover of WH Ireland green light

    The shareholders of troubled wealth manager WH Ireland have given the green light for an all-share merger with fellow wealth manager Team.

  • Craven Street acquires Canterbury firm Pharon

    Chartered Financial Planning firm Craven Street Wealth has acquired Canterbury-based Pharon Independent Financial Advisers for an undisclosed amount.

  • Craven Street acquires Canterbury firm Pharon

    Chartered Financial Planning firm Craven Street Wealth has acquired Canterbury-based Pharon Independent Financial Advisers for an undisclosed amount.

  • Craven Street acquires Canterbury firm Pharon

    Chartered Financial Planning firm Craven Street Wealth has acquired Canterbury-based Pharon Independent Financial Advisers for an undisclosed amount.

  • Titan Wealth acquires £160m AUA South Wales firm

    Wealth manager and Financial Planner Titan Wealth is acquiring South Wales advice firm Thomas Carroll IFA, for an undisclosed amount.

  • Twelve Wealth Management acquires fellow SJP partner

    London-based Twelve Wealth Management (TWM) has acquired fellow St James’s Place partner firm Smith Hobbs Wealth Management for an undisclosed sum.

  • Newcastle-based Azets acquires Cornwall Chartered Planner

    Azets Wealth Management has agreed a deal to acquire Chartered Financial Planning firm Evans Falco LLP.

  • South West Planner Old Mill bought by Kinbrook Group

    South west Financial Planner and accountancy firm Old Mill has been acquired by accountancy, wealth management and legal advisory business Kinbrook Group for an undisclosed amount.

  • BRI Wealth acquires £40m AUM Gloucester firm

    Coventry-based BRI Wealth Management has completed its acquisition of Gloucestershire-based financial advisory firm, FutureFocus Advisory Limited, for an undisclosed amount.

  • InvestAcc completes £25m takeover of AJ Bell SIPP arm

    SIPP and SSAS provider InvestAcc Group has completed its acquisition of the AJ Bell Platinum SIPP and SSAS business for £25m.

  • Hoxton Wealth buys £140m AUM Manchester firm

    Fast-growing international Financial Planning firm Hoxton Wealth has acquired Manchester-based advice firm Haven IFA for an undisclosed amount.

  • AFH adds £750m AUM with acquisition of Herts Planner

    Financial Planner and consolidator AFH Wealth Management has acquired St Albans Financial Planning firm Avidity Wealth Management Limited for an undisclosed amount.

  • MKC Wealth acquires quartet of IFA firms

    Private equity-backed wealth manager MKC Wealth has acquired four independent financial advice firms for undisclosed sums.

  • Sale of WH Ireland wealth division on brink of collapse

    The £1m sale of WH Ireland’s wealth management division to Oberon Investments looks likely to collapse, according to a recent update from the London-based firm.

  • Frenkel Topping accepts £65.8m PE takeover bid

    Salford-based financial adviser and professional services firm Frenkel Topping, has accepted a £65.8m takeover offer from private equity firm Harwood.

  • Tweed acquires former SJP Edinburgh planner

    Tweed Wealth Management has acquired Edinburgh-based The James Boyd Practice for an undisclosed sum in its sixth acquisition in seven years.

  • Clifton Wealth adds £146m AUM with 2 Planner acquisitions

    Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired two more Financial Planning firms for undisclosed amounts.

  • Ascot Lloyd to acquire Aberdeen Financial Planning

    Aberdeen has agreed to sell Aberdeen Financial Planning to Ascot Lloyd for an undisclosed sum.

  • Saltus-backed Advies acquires £100m AUA Nicholas Trayford

    Saltus-backed wealth manager and Financial Planning firm Advies Private Clients has acquired Financial Planner Nicholas Trayford for an undisclosed amount.

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