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  • CEO Ian Wilkinson said that the firm expects to complete at least four more acquisitions before the end of 2021.

    Perspective snaps up 4 IFAs in acquisition spree

  • When contacted Financial Planning Today, South African-owned Sanlam declined to comment on the sale.

    Sanlam to sell UK Planning business

  • STM Group is reducing its executive director team from three to two.

    STM makes COO redundant as it downsizes exec team

  • True Potential chief executive Daniel Harrison spoke to Financial Planning Today about the firm's deal with Cinven

    Exclusive: True Potential CEO warns about high bids for firms

  • One Four Nine launched today with two acquisitions

    New Planning group launches with two acquisitions

  • Transact is looking to create a “shop window” for buyers to anonymously confirm their interest in sellers.

    Transact bolsters M&A help for adviser firms

  • Royal London logo

    Royal London offers exclusive merger talks to LV=

  • Martin Bamford, Financial Planner at Informed Choice, said increased M&A activity could provide career opportunities for some advisers and could provide good hunting grounds for Financial Planning firms looking to hire.

    M&A could create more sustainable Planning profession

  • New Financial Planning group One Four Nine launched in October with the acquisition of Charter Financial Planning and Riche Whatmough Crozier, backed by private equity house Copper Street Capital.

    Expect more US PE-financed Planner deals in 2022

  • Financial Planners are preparing for provider disruption in 2022

    Provider consolidation could test Planners in 2022

  • Gunner & Co surveyed 106 Financial Planning firm owners in February

    6 in 10 Financial Planning bosses looking to exit

  • Ray Adams, Chartered Financial Planner and founder of CashCalc, said the ValidPath solution could be a gamechanger for advisers

    ValidPath launches advice firm sale solution

  • Integrity Wealth Solutions

    Brooks Macdonald to acquire £250m Midlands IFA

  • 7IM's website

    Wealth firm acquisitions boost profit 83% for 7IM

  • David Lawrence, CEO at Kingswood

    Revenue increases 488% for Kingswood

  • TEAM's website

    TEAM completes double adviser acquisition

  • James Twining, chief executive, Wren Sterling

    Wren Sterling buys 2 firms to add £330m in AUM

  • Kingswood's website

    Kingswood profits up but revenues fall

  • Ian Wilkinson, CEO of Perspective

    Perspective adds £310m AUM with 4 acquisitions

  • Fairstone will soon move to a new HQ in the North East

    Fairstone bucks M&A downturn with record deals

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