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  • Westerby snaps up pension and IFA firm Redswan

    Wealth adviser and pensions firm Westerby Group - which recently moved to an employee-ownership model - has acquired specialist pension provider and IFA firm Redswan.

  • EQ Investors mulls potential sale

    Employee-owned wealth manager and Financial Planner EQ Investors (EQI) is considering significant changes to its ownership which could include sale to a larger business.

  • Westerby Group moves to employee ownership

     

    The chairman and founder of wealth adviser and pensions firm Westerby Group, Les McLintic, has sold the business to employees via an Employment Ownership Trust (EOT).

  • Titan Wealth expands workplace business with acquisition    

    Wealth manager and Financial Planner Titan Wealth has acquired Workplace Advice Group, a provider of workplace pensions which manages £200m for 1,459 schemes.

  • Wealthtime owner buys Craven Street Wealth

    Private equity-backed Quanta Group, the owner of the Wealthtime platform, is to acquire expanding Financial Planning firm Craven Street Wealth.

  • Hargreaves CFO to quit after £5.4bn takeover

    Hargreaves Lansdown’s chief financial officer Amy Stirling is to leave the business after the imminent takeover of the company goes through.

  • Troubled Kingswood may be sold to pay off debts

    Troubled Financial Planning group Kingswood, which has expanded rapidly in the past five years, may be sold 100% to a private equity firm as it wrestles with a £91m debt mountain.

  • Lumin Wealth acquires Berks Financial Planner firm

    Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).

  • M&A activity in IFA sector gathers pace

    The pace of merger and acquisition activity in the IFA market has increased with widespread consolidation under way, according to new research from respected pollsters Opinium.

  • Titan Wealth buys £525m AUM Jersey Financial Planner

    Wealth manager and investment firm Titan Wealth has continued its acquisition trail with a deal to buy £535m AUM Jersey Financial Planning firm Advisa Wealth.

  • Consolidator snaps up Canada Life’s onshore bond arm

     

    Expanding European life and pensions consolidator Chesnara has acquired Canada Life’s onshore bond arm.

  • Titan Wealth acquires Financial Planner IWP

    Wealth manager and investment firm Titan Wealth has acquired Financial Planning rival Independent Wealth Planners (IWP).

  • ASHL sells off LYNC Wealth Management

    National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal to sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.

  • One Four Nine acquires Chartered Financial Planner

    The Financial Planning arm of national financial adviser One Four Nine Group has acquired Nottingham-based Castlegate Capital, a Chartered Financial Planning firm.

  • 7IM acquires MPS provider Rockhold from ASHL

    Investment platform and wealth manager 7IM has today struck a deal to acquire £2bn AUM MPS provider Rockhold Asset Management from national adviser firm ASHL.

  • Foster Denovo acquires £500m AUM/A Midland adviser firm

     

    Financial Planning-focused national adviser Foster Denovo has acquired East Midlands financial adviser firm 80Twenty.

  • Failed SIPP firm sold to 2 competitors

    Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.

  • Financial Planner Boosst moves to employee ownership

     

    Milton Keynes-based Financial Planning firm Boosst is transitioning to an Employee Ownership Trust (EOT), the so-called John Lewis model.

  • Titan Wealth buys £7.9bn AUM Channel Islands firm

    Titan Wealth has signed a deal to acquire £7.9bn AUM Channel Islands wealth manager Ravenscroft Investments Limited.

  • Söderberg & Partners takes stakes in 4 adviser firms

    Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in four IFA firms as it continues it strategy of taking stakes in UK adviser firms.

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