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  • XPS Pensions Group website

    XPS to buy Manchester SIPP firm for £3.75m

  • M&G Wealth's John Foley

    M&G gets green light for Sandringham takeover 

  • LEBC's Derek Miles

    Tavistock buys LEBC stake from founder's widow for £10m

  • 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

  • Kingswood UK CEO David Lawrence

    Kingswood buys Essex IFA for £15.3m

  • LV website

    Royal London in takeover talks with LV=

  • Royal London CEO Barry O'Dwyer

    Royal London and LV= cancel merger talks

  • Kingswood website

    Kingswood completes £1.5m takeover of Yorkshire adviser

  • Brooks website

    Brooks and 7IM deny £37bn merger plan

  • Tom Barnett

    Chartered Planner to be MD of £1bn FUM business

  • Goldman Sachs provides a number of services including consumer and wealth management

    Goldman Sachs may take Nucleus stake - reports

  • L-R: Lee Hartley and Steve McNicol

    Fairstone boosts M&A team with new hires  

  • Perspective CEO Ian Wilkinson

    Perspective snaps up 4 adviser firms

  • Kreston MD Tom Barnett

    Kreston Reeves acquires Kent Financial Planning firm

  • L-R: Simon Booth and Ray Boucher

    North West Planner makes first acquisition  

  • Brewin Dolphin CEO Robin Beer

    Canadian bank RBC bids to buy Brewin Dolphin for £1.6bn

  • Liontrust CEO John Ions

    Liontrust finalises £120m takeover of rival Majedie

  • MHA Caves website

    National accountant acquires veteran IFA firm

  • Ian Hemingway of Ludlow

    Mattioli wealth arm acquires £80m Financial Planner 

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