Fast growing Financial Planning and wealth management firm Kingswood is to acquire Lincolnshire IFA Vincent & Co for up to £421,000.
Read more ...Mattioli wealth arm acquires £80m Financial Planner
- Thursday, 12 May 2022
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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 ...National accountant acquires veteran IFA firm
- Monday, 11 April 2022
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National accountancy firm MHA Macintyre Hudson, part of Baker Tilly International, has acquired Northampton IFA Cave & Sons as it seeks to build its wealth management division.
Read more ...Liontrust finalises £120m takeover of rival Majedie
- Friday, 01 April 2022
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Liontrust Asset Management has completed its £120m acquisition of smaller rival Majedie Asset Management.
Read more ...Canadian bank RBC bids to buy Brewin Dolphin for £1.6bn
- Thursday, 31 March 2022
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Royal Bank of Canada (RBC) has launched a recommended bid to acquire major UK wealth manager and Financial Planner Brewin Dolphin for £1.6bn.
Read more ...North West Planner makes first acquisition
- Wednesday, 30 March 2022
- Articles

North West Financial Planning firm Foresight Wealth Strategists has made its first acquisition with the purchase of Bury-based Independent Financial Adviser Platinum Socially Responsible Investments for an undisclosed sum.
Read more ...Kreston Reeves acquires Kent Financial Planning firm
- Thursday, 24 March 2022
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Kreston Reeves Financial Planning, part of the Craven Street Wealth group, has acquired Canterbury Financial Planner Tarvos Wealth, boosting its total assets under advice to £1.15bn.
Read more ...Perspective snaps up 4 adviser firms
- Thursday, 17 March 2022
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Perspective Financial, the rapidly expanding Financial Planning and wealth management group, has acquired four adviser firms to notch up a milestone of 50 takeovers so far.
Read more ...Fairstone boosts M&A team with new hires
- Monday, 14 March 2022
- Articles

Chartered Financial Planner Fairstone, one of the UK’s most acquisitive wealth managers, has hired Steve McNicol from the legal sector as its new chief development officer.
Read more ...Goldman Sachs may take Nucleus stake - reports
- Friday, 11 March 2022
- Articles

Wall Street bank Goldman Sachs is believed to be one of three bidders aiming to take a sizeable stake in adviser platform Nucleus, according to a report from Sky News today.
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