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  • Tom Barnett of Craven Street Wealth

    Craven Street absorbs Punter Southall Financial Planning arm

  • Wren Sterling CEO James Twining

    Wren Sterling strikes first takeover deal of 2024

  • Outgoing Fidelius CEO Jim Grant

    Fidelius CEO steps down as Swedes’ stake approved

  • Aspira website

    Titan Wealth snaps up £4bn AUM Bristol Planner Aspira

  • Gunner & Co website

    Valuations for IFA businesses drop

  • Redmayne Bentley website

    Redmayne to acquire Blankstone Sington client assets

  • Mattioli Woods website

    £432m takeover of Mattioli Woods moves ahead

  • Janus Henderson website

    Janus Henderson acquires 2 firms

  • William Orenstein

    Titan Wealth buys London HNW adviser Wigmore

  • Foresight Wealth website

    North West Planner buys local IFA firm

  • HL HQ in Bristol

    Hargreaves Lansdown rebuffs £5bn takeover bid

  • David Esfandi, CEO of CGWM UK

    Canaccord Genuity snaps up £900m AUM Chartered Planner

  • NatWest Birmingham branch

    NatWest to buy Sainsbury’s Bank for £2.5bn

  • STM website

    STM profits tumble 72% amid prolonged takeover

  • Tavistock brand

    Tavistock confirms bid speculation

  • Fintel join CEO Neil Stevens

    Fintel pays £14.6m in cash upfront for Threesixty  

  • L-R: David Baker and John Austin

    Wren Sterling buys £200m AUM Kent Financial Planner

  • Redmayne Bentley website

    Redmayne completes takeover of failed Blankstone

  • L-R: David Fort (Haines Watts), Rick Chana (Evelyn Partners),  Donna Bulmer (Haines Watts), Antony Sassen (Haines Watts), Tom Shave (Evelyn Partners), James Sutton (Haines Watts), Fiona Cresswell (Haines Watts) and Jonathan Scott (Haines Watts)

    Evelyn to acquire 3 Northern offices from Haines Watts

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