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  • David Lawrence, UK CEO of Kingswood

    Kingswood acquires Lincolnshire Chartered Planning firm

  • David Inglesfield, chief executive at IWP

    IWP acquires Surrey-based Financial Planning firm

  • JP Morgan's London offices

    JP Morgan buys Nutmeg

  • Tavistock chairman Oliver Cooke

    Date set for Tavistock Wealth sale vote

  • Saunderson House website

    Rathbones buys Planner Saunderson House for £150m

  • Lee Hartley, CEO at Fairstone, said the firm continues to look for more acquisitions.

    Fairstone acquires £160m AUM Nottingham Planner

  • Lee Hartley, CEO of Fairstone

    Fairstone acquires £250m FUM Belfast Planner

  • Ian Mattioli MBE, CEO of Mattioli Woods

    Mattioli completes acquisition of Maven

  • Martin Gilbert

    Gilbert’s AssetCo takes £27.8m stake in Parmenion

  • Founded in 1926, Davy manages in excess of 16bn Euros of client assets and employs over 800 people, including 83 employed by DGFM.

    Davy sells wealth management business for £382m

  • Tavistock website

    Shareholders back £40m Tavistock Wealth sale

  • Charles Stanley's website

    Charles Stanley to be acquired by Raymond James

  • The fintech has now given EQT access to some non-public information in an attempt to drive the price of the deal higher.

    Private equity firm eyes up Iress

  • Astute will continue to trade under its own brand as a subsidiary of Tent’s own advice firm, Tenet&You.

    Tenet acquires northern wealth management firm

  • The AI-powered offering will be integrated into the provider’s existing offerings in its personal business arm

    Abrdn to buy AI wealth manager

  • Ian Wilkinson, CEO of Perspective

    Perspective acquires £42m AUM Wiltshire Planner

  • The acquisition is part of the firm’s strategy to drive consolidation of the pre-settlement professional services marketing in personal injury and clinical negligence

    Frenkel Topping acquires legal costs consultancy

  • Brian Raven, chief executive at Tavistock

    Titan completes acquisition of Tavistock multi asset arm

  • Rockhold Investments

    ASHL network launches investment proposition

  • The acquisition will see all Fish Financial staff move over to Saltus

    Saltus buys £300m AUM Financial Planning firm

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