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Saltus website

Saltus buys £400m AUM Herts Financial Planner

Details
23 May 2025
  • mergers
  • Saltus
  • Delta Financial Management

Financial Planner and wealth manager Saltus has acquired £400m AUM Herts-based Financial Planning firm Delta Financial Management.

Read more …

Westerby Investment Management website

Westerby snaps up pension and IFA firm Redswan

Details
11 April 2025
  • Employee Ownership Trust
  • EOT
  • mergers
  • Westerby Group
  • Redswan

Wealth adviser and pensions firm Westerby Group - which recently moved to an employee-ownership model - has acquired specialist pension provider and IFA firm Redswan.

Read more …

EQI chairman John Spiers

EQ Investors mulls potential sale

Details
04 April 2025
  • John Spiers
  • EQ Investors
  • EQi
  • mergers

Employee-owned wealth manager and Financial Planner EQ Investors (EQI) is considering significant changes to its ownership which could include sale to a larger business.

Read more …

L_R: Les McLintic and colleagues Stephen Harvey and Iain Johnstone

Westerby Group moves to employee ownership

Details
04 April 2025
  • mergers
  • Westerby Group
  • Les McLintic

 

The chairman and founder of wealth adviser and pensions firm Westerby Group, Les McLintic, has sold the business to employees via an Employment Ownership Trust (EOT).

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Titan Wealth expands workplace business with acquisition    

Details
02 April 2025
  • mergers
  • Andrew Fearon
  • Titan Wealth Planning
  • Workplace Advice Group

Wealth manager and Financial Planner Titan Wealth has acquired Workplace Advice Group, a provider of workplace pensions which manages £200m for 1,459 schemes.

Read more …

Craven Wealth MD Tom Barnett

Wealthtime owner buys Craven Street Wealth

Details
28 March 2025
  • Wealthtime
  • AnaCap
  • mergers
  • Quanta Group

Private equity-backed Quanta Group, the owner of the Wealthtime platform, is to acquire expanding Financial Planning firm Craven Street Wealth.

Read more …

Hargreaves Lansdown HQ in Bristol

Hargreaves CFO to quit after £5.4bn takeover

Details
19 March 2025
  • Hargreaves Lansdown
  • takeover
  • mergers
  • Amy Stirling

Hargreaves Lansdown’s chief financial officer Amy Stirling is to leave the business after the imminent takeover of the company goes through.

Read more …

Kingswood website

Troubled Kingswood may be sold to pay off debts

Details
12 March 2025
  • Kingswood
  • mergers
  • HSQ

Troubled Financial Planning group Kingswood, which has expanded rapidly in the past five years, may be sold 100% to a private equity firm as it wrestles with a £91m debt mountain.

Read more …

Martin Cotter, MD of the Lumin VZ Group

Lumin Wealth acquires Berks Financial Planner firm

Details
13 February 2025
  • Lumin Wealth
  • mergers
  • Professional Financial Centre
  • PFC

Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).

Read more …

IFA businesses are proving attractive for takeovers

M&A activity in IFA sector gathers pace

Details
05 February 2025
  • survey
  • ifa model
  • IFAs
  • Opinium
  • M&A
  • mergers

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 …

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