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  • Expect more US PE-financed Planner deals in 2022

    New Financial Planning group One Four Nine launched in October with the acquisition of Charter Financial Planning and Riche Whatmough Crozier, backed by private equity house Copper Street Capital.

  • Provider consolidation could test Planners in 2022

    Financial Planners are preparing for provider disruption in 2022

  • Kingswood buys Essex IFA for £15.3m

    Kingswood UK CEO David Lawrence

  • Royal London in takeover talks with LV=

    LV website

  • Royal London and LV= cancel merger talks

    Royal London CEO Barry O'Dwyer

  • Kingswood completes £1.5m takeover of Yorkshire adviser

    Kingswood website

  • Brooks and 7IM deny £37bn merger plan

    Brooks website

  • Chartered Planner to be MD of £1bn FUM business

    Tom Barnett

  • Goldman Sachs may take Nucleus stake - reports

    Goldman Sachs provides a number of services including consumer and wealth management

  • Fairstone boosts M&A team with new hires  

    L-R: Lee Hartley and Steve McNicol

  • Perspective snaps up 4 adviser firms

    Perspective CEO Ian Wilkinson

  • Kreston Reeves acquires Kent Financial Planning firm

    Kreston MD Tom Barnett

  • North West Planner makes first acquisition  

    L-R: Simon Booth and Ray Boucher

  • Canadian bank RBC bids to buy Brewin Dolphin for £1.6bn

    Brewin Dolphin CEO Robin Beer

  • Liontrust finalises £120m takeover of rival Majedie

    Liontrust CEO John Ions

  • National accountant acquires veteran IFA firm

    MHA Caves website

  • Mattioli wealth arm acquires £80m Financial Planner 

    Ian Hemingway of Ludlow

  • Kingswood buys Lincolnshire IFA for £421,000

    Kingswood website

  • TEAM buys Jersey wealth manager for £2.5m

    TEAM website

  • Brooks Macdonald to acquire £250m Midlands IFA

    Integrity Wealth Solutions

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