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  • Fairstone to buy £120m AUM Chartered Planner

    Fairstone CEO Lee Hartley

  • Canaccord scales up Planning ambitions with Scottish deal

    Intelligent Capital website

  • Zedra to buy global private client fiduciary firm

    Zedra website

  • Perspective buys £240m AUM Essex adviser firm

    Perspective CEO Ian Wilkinson

  • Skerritts buys North West Financial Planning firm

    Skerritts CEO Paul Feeney

  • HFMC Wealth buys London adviser Harford Financial

    HFMC website

  • Fairstone completes takeover of £160m AUM Chartered firm

    Fairstone HQ in Sunderland

  • Atomos buys 2 regional adviser firms

    Chris Kraft of Atomos

  • FCA warns firms on selling client banks

    FCA logo

  • Wealth manager buys 3rd Planner firm in £2.4m deal

    TEAM website

  • Perspective adds £190m AUM with two acquisitions

    Ian Wilkinson, chief executive, Perspective

  • Söderberg takes 'significant' stake in Chartered Planner

    Söderberg website

  • Chartered Planner buys Punter Southall FP arm

    Tom Barnett, managing director of Craven Street Wealth

  • Ascot Lloyd hunts for new CEO as Stockton exits

    Ascot Lloyd CEO Nigel Stockton

  • Virgin Money buys out Abrdn JV for £20m

    Virgin Money Investments website

  • Global CFP numbers rise 5% with growth in UK

    CFP Numbers: Global Growth. Source: FPSB

  • MKC acquires Wealth for Women planning firm

    Mary Waring of Wealth for Women

  • £17bn AUM wealth manager created as 2 firms merge

    L-R: Guy McGlashan and Nick Tucker

  • Fairstone steps up acquisition plans in 2024

    Fairstone CEO Lee Hartley

  • Nationwide to snap up Virgin Money for £2.9bn

    Virgin Money website

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