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  • Scholes & Brown has joined under Evelyn Partners' succession scheme

    Evelyn acquires Newcastle Chartered Planner firm

  • Simon Cogman-Hellier, CEO of Radiant Financial Group, said the firm is looking for more Scottish acquisitions

    Consolidator Radiant acquires 2 Scottish Planners

  • Brewin Dolphin's website

    Brewin acquisition by RBC gains regulatory approval

  • Frenkel Topping's website

    Frenkel Topping acquires 2 firms

  • Simon Cogman-Hellier, CEO at Radiant Financial Group

    Radiant Financial Group acquires 3 adviser firms

  • David Lawrence, CEO at Kingswood Group

    Kingswood enters Irish market with £23m acquisition

  • Redmill offers remote training including reading materials, videos, e-learning content, assessments and exams.

    Adviser trainer acquired by education consolidator

  • Brooks Macdonald's Andrew Shepherd

    Brooks Macdonald buys Manchester Planner

  • Hurst Point logo

    Hurst Point acquires 2-office wealth manager

  • Steve Burns, managing director of Lewis Brownlee Financial Services

    Progeny buys 3-office South East Chartered Planner

  • Gavin Roberts, owner and Chartered Financial Planner at Chartered Independent

    Benchmark takes stake in West Midlands Chartered Planner

  • Curtis Banks website

    Curtis Banks confirms bid approach from Nucleus

  • Verso has completed five acquisitions in 2022, including four Financial Planning and wealth management firms.

    Verso boosts assets by £725m with 2 Planner acquisitions

  • Perspective CEO Ian Wilkinson

    Perspective snaps up 12th adviser firm in 2022

  • Nucleus website

    Nucleus to buy Curtis Banks for £242m

  • Skerritts website

    Skerritts buys £62m AUM Kent Financial Planner

  • From left to right: Steven Quirk, Katherine Ellis, Alex McNee, Dave Brew.

    Boston Family Office buys Fedelta Trust

  • Both firms are SJP partner practices

    Apollo acquires fellow SJP firm Debra Wait WM

  • L-R: Sue Royle, Stephen Jones and Nick Crowe

    Cooper Parry buys third London Financial Planner

  • Holborn Financial managing director and founder Emyr Blease

    London-based Chartered Planner buys Hants IFA

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