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  • Ascot Lloyd CEO Nigel Stockton

    European PE firm buys Ascot Lloyd from US owner

  • Clifton's Anthony Carty

    Clifton AM acquires South Wales financial adviser 

  • Ian Wilkinson of Perspective

    Perspective snaps up 3 more adviser firms

  • One Four Nine CEO Matthew Bugden

    One Four Nine hits £1bn in assets with sixth takeover  

  • Advanta Wealth website

    Advanta on target for 7 acquisitions this year 

  • GSI group

    Southeast Financial Planner makes first acquisition

  • Kingswood CEO David Lawrence

    Kingswood buys Lincs Chartered Planner for £3.5m 

  • Curtis Banks website

    Curtis Banks confirms bid approach from Nucleus

  • Kingswood CEO David Lawrence

    Kingswood buys Chartered Planner firm for £12.4m

  • Alltrust website

    Alltrust buys failed Rowanmoor Personal Pensions

  • Fairstone CEO Lee Hartley

    Fairstone acquires £170m FUM Complete Financial Planning

  • Westbridge website

    WestBridge acquires SSAS book from Rowanmoor

  • UAP Group

    Guernsey-firm acquires SIPP provider Alltrust

  • Perspective CEO Ian Wilkinson

    Perspective snaps up 12th adviser firm in 2022

  • Kingswood CEO David Lawrence

    Kingswood buys Berks Financial Planner for £6.2m

  • Fairstone CEO Lee Hartley

    Fairstone buys £200m FUM Devon Financial Planner

  • Furnley House website

    Furnley House acquires Midlands IFA firm

  • Nucleus website

    Nucleus to buy Curtis Banks for £242m

  • Skerritts website

    Skerritts buys £62m AUM Kent Financial Planner

  • Kingswood website

    Kingswood completes £6.2m deal to buy Planner firm

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