Mattioli wealth arm acquires £80m Financial Planner
- Thursday, 12 May 2022
- Articles
Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired £80m AUM Glasgow Financial Planner Ferguson Financial Management in a deal worth up to £1.2m.
Read more...Kingswood buys Kent Planner in second deal this week
- Wednesday, 17 November 2021
- Articles
Fast-growing wealth manager and Financial Planner Kingswood has made its second acquisition this week with a deal to buy Smythe and Walter, a Financial Planning firm based in Faversham, Kent.
Read more...Fairstone acquires South Wales Financial Planner
- Wednesday, 16 December 2020
- Articles
Fast-growing Chartered Financial Planner Fairstone has acquired South Wales-based UskVale Financial Planning for an undisclosed sum.
Read more...Curtis Banks completes Talbot and Muir takeover
- Monday, 02 November 2020
- Articles
SIPP provider Curtis Banks has received the go ahead from the FCA to complete its acquisition of rival Talbot and Muir.
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