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  • Tilney Smith & Williamson plans to rebrand to Evelyn Partners this summer

    Tilney acquires Scottish Financial Planning firm

  • Mark Shotton, managing director at TWP Wealth, who will head up the combined TWP and Irwin Mitchell wealth management service

    Irwin Mitchell acquires Cheshire £100m AUM Chartered Planner

  • Neil Moles, CEO of Progeny

    Progeny acquires Hampshire Planner

  • Kingswood's website

    Kingswood completes acquisition of Lincolnshire IFA

  • Beaufort Group and co-chair Simon Goldthorpe will join the Solomon executive team

    Ex-Quilter duo to acquire Beaufort Group

  • Martin Gilbert, chairman of AssetCo

    AssetCo acquires fund manager SVM for £10.7m

  • Tiger Financial & Asset Management's website

    Fintech enters advice market with Tiger Financial deal

  • Neil Moles, CEO of Progeny

    Progeny acquires Fry Group for international expansion

  • Saltus' website

    Saltus acquires London Chartered Financial Planning firm

  • Alan Kentish, CEO of STM Group

    Options parent acquires Mercer SIPP business in £3.3m deal

  • Hurst Point Group was launched in 2019 to manage investments by private equity firm The Carlyle Group in the UK wealth sector

    Private equity-backed firm acquires Metis Wealth

  • Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy

    Glasgow Planner sells client book to Evelyn Partners

  • Saltus' website

    Private Equity firm PCP takes majority stake in Saltus

  • Phoenix rebranded its visual identity earlier this year to reflect its more consumer-led brand.

    Phoenix Group to acquire Sun Life in £248m deal

  • TEAM's website

    TEAM completes double adviser acquisition

  • Steve Wilson, founder of 2hWealthcare

    Evelyn acquires Beaconsfield Planner firm

  • Tatton Asset Management's website

    Tatton completes £7m DFM acquisition

  • Verso Wealth Management is a digitally-driven wealth management group

    Verso acquires Glasgow Planner firm

  • The acquisitions bring £1.1bn in assets under management to Finitor.

    Financial Planner completes double acquisition

  • Alan Kentish, CEO of STM

    STM completes £3.3m Mercer SIPP business acquisition

Page 12 of 18

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