• Contact
Financial Planning Today
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Home
    • About Us
      • About us
      • Advertising
  • News
    • Financial Planning News
    • Regulation
    • Professional Bodies
    • Wealth Management
    • Job News
    • Paraplanning
    • M&A News
  • Opinion
    • The Editor's Column
    • Mr Sipp - John Moret
    • Life Planning Founder George Kinder
    • Guest Columnist
  • Features
    • Training and Events
    • Insight & Analysis
  • FP Today Magazine
  • Optimum
  • Jobs
  • Progeny CEO Neil Moles

    US private equity firm is new owner of Progeny

  • Progeny CEO Neil Moles

    Progeny acquires 12-staff Yorkshire Planning firm

  • The firm’s five staff, including Financial Planners, are currently based in Cramlington in Northumberland and will move to Tilney’s Newcastle office.

    Tilney acquires Northumberland Financial Planner

  • IWP website

    IWP adds £360m in assets with double acquisition 

  • Kingswood UK CEO David Lawrence

    Kingswood acquires Yorkshire Planner for £3.4m

  • Members are set to receive £111m in one-off payments should the deal with Bain Capital go ahead via a Part VII transfer.

    Bain outlines plans for takeover target LV=

  • Quilter recently restructured its UK wealth management business as the sale of its international arm draws closer to completion

    Quilter gets go ahead for business sale

  • Alan Cook, chairman of LV=

    LV= chair attacks Royal London intervention

  • MWA Financial executive chairman Ed Rosengarten

    Private equity-backed MWA buys wealth manager

  • The board of LV= continues to unanimously recommend the transaction with Bain Capital.

    Business as usual 'not an option' says LV=

  • David Lawrence, UK CEO at Kingswood

    Kingswood buys MPS and IFA group for £9.6m

  • Quilter acquired the Lighthouse Group in 2019

    Quilter sells Lighthouse advice arm

  • IWP's website

    IWP acquires £260m Southport Chartered Planning firm

  • Adrian Durham, CEO of FNZ

    FNZ acquires Appway to boost client onboarding

  • John Ions, chief executive of Liontrust

    Liontrust to buy Majedie Asset Management

  • The board of LV= continues to unanimously recommend the transaction with Bain Capital.

    LV= chair to quit after private equity deal rejected

  • iPensions' website

    iPensions acquires £500m assets of closed SIPP firm

  • CGWM said it also expects to pay approximately £6m in retention and incentive awards, both cash and equity.

    Canaccord to buy Punter Southall Wealth for £164m

  • IWP's website

    IWP acquires £135m wealth manager in 30th deal

  • David Lawrence, UK CEO at Kingswood

    Kingswood completes “milestone” acquisition

Page 9 of 18

  • Prev
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • Next

Key Links

  • Privacy Policy
  • Terms and Conditions
  • Contact us
  • Advertise
  • About
  • Sitemap
  • Contact the Newsdesk
Copyright © 2024 Financial Planning Today. All Rights Reserved.