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  • 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
  • Kingswood completes £6.2m deal to buy Planner firm

    Kingswood website
  • Evelyn makes senior hires in Scotland   

    Evelyn Partners logo
  • Chartered Planner acquires London Planning firm

    HFMC Wealth website
  • Perspective snaps up Bucks Chartered Financial Planner

    Perspective's Ian Wilkinson
  • Fairstone buys £450m FUM Surrey Financial Planner

    Fairstone CEO Lee Hartley
  • Radiant expands in North with Yorkshire acquisition

    Simon Cogman-Hellier
  • Evelyn boosts Northern footprint with acquisition 

    Evelyn Partners logo
  • Broadstone to acquire York consulting actuary

    Broadstone website
  • NatWest acquires fintech Cushon for £144m

    Cushon website
  • Craven Street buys London Chartered Planner

    Craven Street MD Tom Barnett
  • Progeny to buy 3-office Chartered Planner

    Progeny CEO Neil Moles
  • UBS to acquire troubled Credit Suisse

    UBS logo
  • Perspective acquires 3 adviser firms

    Perspective CEO Ian Wilkinson
  • Clifton AM acquires Midlands Chartered Planner firm

    Anthony Carty of Clifton AM
  • Nexus sold for £500,000 after FCA restricts firm

    Nexus website

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