Valuations for IFA businesses drop
- Wednesday, 17 April 2024
- Articles
The valuation of independent financial advice businesses has dropped from an average of 4 times recurring income in 2022 to 3.3 times recurring income for the first quarter of 2024, according to a new study.
Read more...Fairstone steps up acquisition plans in 2024
- Friday, 01 March 2024
- Articles
Chartered Financial Planning-based wealth manager Fairstone is planning to increase its number of acquisitions this year after acquiring or part acquiring 24 firms over the past 12 months.
Read more...Perspective teams up with new private equity owners
- Wednesday, 07 February 2024
- Articles
Fast growing national Financial Planning firm Perspective Financial Group has a new lead private equity investor, Charlesbank Capital Partners.
Read more...Evelyn Partners acquires Kent accountancy firm
- Friday, 03 November 2023
- Articles
Wealth management and Financial Planning firm Evelyn Partners has acquired Tunbridge Wells-based accountancy firm Creaseys Group Limited.
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