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  • Brooks Macdonald buys Manchester Planner

    Brooks Macdonald's Andrew Shepherd
  • European PE firm buys Ascot Lloyd from US owner

    Ascot Lloyd CEO Nigel Stockton
  • Clifton AM acquires South Wales financial adviser 

    Clifton's Anthony Carty
  • Perspective snaps up 3 more adviser firms

    Ian Wilkinson of Perspective
  • One Four Nine hits £1bn in assets with sixth takeover  

    One Four Nine CEO Matthew Bugden
  • Advanta on target for 7 acquisitions this year 

    Advanta Wealth website
  • Southeast Financial Planner makes first acquisition

    GSI group
  • Kingswood buys Lincs Chartered Planner for £3.5m 

    Kingswood CEO David Lawrence
  • Curtis Banks confirms bid approach from Nucleus

    Curtis Banks website
  • Kingswood buys Chartered Planner firm for £12.4m

    Kingswood CEO David Lawrence
  • Alltrust buys failed Rowanmoor Personal Pensions

    Alltrust website
  • Fairstone acquires £170m FUM Complete Financial Planning

    Fairstone CEO Lee Hartley
  • WestBridge acquires SSAS book from Rowanmoor

    Westbridge website
  • Guernsey-firm acquires SIPP provider Alltrust

    UAP Group
  • Perspective snaps up 12th adviser firm in 2022

    Perspective CEO Ian Wilkinson
  • Kingswood buys Berks Financial Planner for £6.2m

    Kingswood CEO David Lawrence
  • Fairstone buys £200m FUM Devon Financial Planner

    Fairstone CEO Lee Hartley
  • Furnley House acquires Midlands IFA firm

    Furnley House website
  • Nucleus to buy Curtis Banks for £242m

    Nucleus website
  • Skerritts buys £62m AUM Kent Financial Planner

    Skerritts website

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