Fairstone acquires Dundee-based adviser
- Thursday, 22 April 2021
- Articles
Acquisitive Chartered Financial Planning firm Fairstone has acquired Dundee-based Findlay & Company Financial Services, its third acquisition this year.
Read more...Tavistock rebuffs fund manager acquisition attempt
- Tuesday, 23 March 2021
- Articles
Financial Planning and wealth management firm Tavistock has rebuffed an acquisition attempt by Jersey-based fund manager TEAM plc.
Read more...Newsmakers: Radiant’s CEO Simon Cogman-Hellier
- Tuesday, 02 February 2021
- Articles
Simon Cogman-Hellier, CEO of the new Leicestershire-based IFA consolidator Radiant Financial Group launched last year, has spoken exclusively to Financial Planning Today about the firm’s acquisition pipeline, doing business during lockdown and how his psychology background has influenced his career.
Read more...Mattioli Woods maintains acquisition strategy
- Monday, 01 June 2020
- Articles
Wealth manager and SIPP firm Mattioli Woods forecast today that 2020 revenues would match 2019 and a round of cost cutting should help maintain profits.
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