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  • Ascot Lloyd website

    Ascot Lloyd buys rival adviser firm Newell Palmer

  • AFH CEO Alan Hudson

    AFH buys Hertfordshire IFA firm in £1.7m deal

  • Harwood Wealth website

    Takeover of Harwood Wealth moves to shareholder vote

  • HFMC website

    Chartered Planner HFMC acquires London wealth manager

  • SimplyBiz website

    Defaqto takeover spurs growth in SimplyBiz revenue

  • Will Self

    Curtis Banks completes Talbot and Muir takeover

  • (L to R) – UskVale Financial Planning principal Paul Pelopida and Fairstone chief commercial officer Scott Hopkinson

    Fairstone acquires South Wales Financial Planner

  • Kingswood website

    Kingswood buys Kent Planner in second deal this week 

  • Ian Hemingway of Ludlow

    Mattioli wealth arm acquires £80m Financial Planner 

  • GBST website

    GBST buys practice management fintech

  • GBST website

    GBST buys Financial Planning software platform

  • Owen James Events website

    Fintel snaps up Owen James Events

  • Mattioli Woods website

    £432m takeover of Mattioli Woods moves ahead

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