Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).
Read more ...M&A activity in IFA sector gathers pace
- Wednesday, 05 February 2025
- Articles
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The pace of merger and acquisition activity in the IFA market has increased with widespread consolidation under way, according to new research from respected pollsters Opinium.
Read more ...Titan Wealth buys £525m AUM Jersey Financial Planner
- Friday, 24 January 2025
- Articles
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Wealth manager and investment firm Titan Wealth has continued its acquisition trail with a deal to buy £535m AUM Jersey Financial Planning firm Advisa Wealth.
Read more ...Consolidator snaps up Canada Life’s onshore bond arm
- Monday, 23 December 2024
- Articles
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Expanding European life and pensions consolidator Chesnara has acquired Canada Life’s onshore bond arm.
Read more ...Titan Wealth acquires Financial Planner IWP
- Wednesday, 18 December 2024
- Articles
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Wealth manager and investment firm Titan Wealth has acquired Financial Planning rival Independent Wealth Planners (IWP).
Read more ...ASHL sells off LYNC Wealth Management
- Wednesday, 06 November 2024
- Articles
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National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal to sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.
Read more ...One Four Nine acquires Chartered Financial Planner
- Wednesday, 06 November 2024
- Articles
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The Financial Planning arm of national financial adviser One Four Nine Group has acquired Nottingham-based Castlegate Capital, a Chartered Financial Planning firm.
Read more ...7IM acquires MPS provider Rockhold from ASHL
- Friday, 01 November 2024
- Articles
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Investment platform and wealth manager 7IM has today struck a deal to acquire £2bn AUM MPS provider Rockhold Asset Management from national adviser firm ASHL.
Read more ...Foster Denovo acquires £500m AUM/A Midland adviser firm
- Tuesday, 29 October 2024
- Articles
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Financial Planning-focused national adviser Foster Denovo has acquired East Midlands financial adviser firm 80Twenty.
Read more ...Failed SIPP firm sold to 2 competitors
- Monday, 28 October 2024
- Articles
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Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.
Read more ...