Mergers and acquisitions in the wealth management sector have tripled over the past six years but appear to be failing, so far, to boost revenue per adviser, according to new research.

SIPP and SSAS provider and administrator InvestAcc has sold its Chartered Financial Planner business Vesta Wealth to its management in a £12m deal.

Fast growing national Financial Planning firm Shackleton has struck a deal to acquire Aberdein Considine Wealth (known better as AC Wealth), one of the largest wealth management firms in Scotland. 

Lync Wealth Management, part of 7IM, has acquired two Belfast-based Financial Planning firms to expand its presence in the region.

US private equity investor Stone Point Capital, which has invested £56bn in financial and healthcare businesses around the world, has completed its takeover of Amber River, one of the UK’s fastest growing Financial Planning firms.

Expanding Financial Planner Nine Edge Wealth is to rebrand its Scottish businesses under the Nine Edge Wealth banner as it continues to grow.

Expanding Chartered Financial Planner Fairstone has acquired two Financial Planning firms managing a total of £183m AUM/A near its North East base.

National Financial Planning firm Finli Group has acquired seven adviser firms in the second quarter of 2026, with the deals adding an additional £269m in assets under management.

North East-based Chartered Financial Planning firm Fairstone has established an Aberdeen hub to boost its footprint in Scotland following the acquisition of two local Financial Planning firms.

NatWest Group has this week completed its £2.7bn acquisition of London-based wealth manager and Financial Planner Evelyn Partners.