Fast-growing financial Planner Finli Group, formerly Solomon Capital Holdings, has added a further six Financial Planning firms, to bring its total number of acquisitions in the last four months to 11.
The UK IFA market saw a surge in M&A activity in April, according to a report from investment and advisory firm Heligan Group.
Financial advice network Corbel Partners has completed seven acquisitions of financial adviser firms this year, it has reported, although it has not revealed full details of the firms involved.
Fast-growing Financial Planning firm Perspective Financial Group reported today that it has completed nine further acquisitions this year, adding £900m in assets under advice.
Fast-growing wealth manager and Financial Planner Finli Group, formerly Solomon Capital Holdings, has acquired Somerset-based Schaefer Financial Management and Birmingham-based MMR Financial Planning and said it plans three more acquisitions this month.
Fast-growing Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired seven Financial Planning firms in England and Wales for undisclosed amounts.
Fast-growing Financial Planning firm Perspective Financial Group completed five further acquisitions in December, adding £375m of assets under advice.
Rapidly expanding Swedish-owned wealth manager and Financial Planner Söderberg & Partners has invested in three IFA firms as it continues its strategy of taking stakes in UK advisers.
Fast-growing Chartered Financial Adviser and wealth manager Skerritts has changed its name to Shackleton and acquired four financial advice businesses.
Fast-growing Financial Planning firm Perspective Financial Group said it completed nine further acquisitions in the second half of October, adding £1bn of assets under advice.
Fast-growing national Financial Planner Perspective Financial Group has completed two acquisitions, bringing its total to 11 this year and 89 since the group was founded 16 years ago.
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