Perspective Financial Group has completed its largest acquisition to date with a deal to buy Midlands-based £400m AUM Prosser Knowles Associates Ltd.
Read more ...Finli acquires 3 advice firms in growth spurt
- Thursday, 18 December 2025
- Articles
Financial Planning firm Finli Group has struck deals to acquire three advice firms as it notches up a total of 21 acquisitions so far this year.
Read more ...Wren Sterling buys £900m AUM Evans Hart
- Friday, 12 December 2025
- Articles
Expanding national Financial Planning firm Wren Sterling has completed its planned acquisition of Evans Hart, an established £900m AUM South East financial adviser firm serving 2,450 clients in London and the South East.
Read more ...Aberdeen to acquire management of £1.5bn MFS funds
- Friday, 12 December 2025
- Articles
Aberdeen Investments has struck a deal to take over the management of nine closed ended funds worth £1.5bn from long established US fund manager MFS.
Read more ...Penny Group acquires £350m AUM Berks adviser
- Friday, 21 November 2025
- Articles
London-based Chartered Financial Planner The Penny Group has acquired a majority stake in £360m AUM Berkshire financial adviser Harridge Financial Services.
Read more ...Director of troubled WH Ireland quits 2 months early
- Wednesday, 05 November 2025
- Articles
Gary Stran, a non-executive director at troubled wealth manager and Financial Planner WH Ireland, has quit the company today (5 November), two months ahead of his planned departure. The company’s chair Simon Moore may also depart early.
Read more ...A third of advisers want to sell up – survey
- Monday, 13 October 2025
- Articles
Nearly a third of financial advisers (30%) want to sell their firms, according to a survey.
Read more ...Fairstone acquires £120m AUM East Anglia adviser firm
- Wednesday, 01 October 2025
- Articles
Financial Planning-focused wealth manager Fairstone has boosted its footprint in East Anglia with the acquisition of a Norfolk-based Financial Planning firm.
Read more ...K3 takes stakes in 2 advisers as it launches new division
- Wednesday, 20 August 2025
- Articles
Bolton-based business advisory platform K3 Capital Group has launched a financial services division built around significant new investments in Pareto Financial Planning and Luna Investment Management.
Read more ...Shackleton buys £900m AUM South West Planner Chetwood
- Thursday, 03 July 2025
- Articles
Expanding Financial Planner Shackleton has acquired South West-based Financial Planning and wealth management group Chetwood, adding £900m in AUM to its assets.
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