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  • Fairstone acquires £135m AUM Chartered Planner

    Fairstone CEO Lee Hartley

  • Tilney acquires Scottish Financial Planning firm

    Tilney Smith & Williamson plans to rebrand to Evelyn Partners this summer

  • Irwin Mitchell acquires Cheshire £100m AUM Chartered Planner

    Mark Shotton, managing director at TWP Wealth, who will head up the combined TWP and Irwin Mitchell wealth management service

  • Progeny acquires Hampshire Planner

    Neil Moles, CEO of Progeny

  • Kingswood completes acquisition of Lincolnshire IFA

    Kingswood's website

  • Ex-Quilter duo to acquire Beaufort Group

    Beaufort Group and co-chair Simon Goldthorpe will join the Solomon executive team

  • AssetCo acquires fund manager SVM for £10.7m

    Martin Gilbert, chairman of AssetCo

  • Fintech enters advice market with Tiger Financial deal

    Tiger Financial & Asset Management's website

  • Progeny acquires Fry Group for international expansion

    Neil Moles, CEO of Progeny

  • Saltus acquires London Chartered Financial Planning firm

    Saltus' website

  • Options parent acquires Mercer SIPP business in £3.3m deal

    Alan Kentish, CEO of STM Group

  • Private equity-backed firm acquires Metis Wealth

    Hurst Point Group was launched in 2019 to manage investments by private equity firm The Carlyle Group in the UK wealth sector

  • Glasgow Planner sells client book to Evelyn Partners

    Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy

  • Private Equity firm PCP takes majority stake in Saltus

    Saltus' website

  • Phoenix Group to acquire Sun Life in £248m deal

    Phoenix rebranded its visual identity earlier this year to reflect its more consumer-led brand.

  • TEAM completes double adviser acquisition

    TEAM's website

  • Evelyn acquires Beaconsfield Planner firm

    Steve Wilson, founder of 2hWealthcare

  • Tatton completes £7m DFM acquisition

    Tatton Asset Management's website

  • Verso acquires Glasgow Planner firm

    Verso Wealth Management is a digitally-driven wealth management group

  • Financial Planner completes double acquisition

    The acquisitions bring £1.1bn in assets under management to Finitor.

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