London-based MWA Financial has acquired Essex-based CHC Wealth Management as part of a strategy to become a national IFA firm.
Read more ...Old Mill plans to nearly double staff to 600+
- Wednesday, 17 November 2021
- Articles

West Country-based accountancy and wealth management firm Old Mill has revealed plans to nearly double staff numbers from 320 to 600 over the next five years.
Read more ...Kingswood buys Kent Planner in second deal this week
- Wednesday, 17 November 2021
- Articles

Fast-growing wealth manager and Financial Planner Kingswood has made its second acquisition this week with a deal to buy Smythe and Walter, a Financial Planning firm based in Faversham, Kent.
Read more ...Bain outlines plans for takeover target LV=
- Monday, 15 November 2021
- Articles

Bain Capital has outlined plans for its takeover target, the mutual provider LV=, ahead of a key member vote on the controversial deal.
Read more ...IWP adds £360m in assets with double acquisition
- Friday, 12 November 2021
- Articles

Independent Wealth Planners (IWP), the rapidly expanding Financial Planning-focused advisory group, has acquired two more firms to add £362m in assets.
Read more ...Abrdn in talks to buy Interactive Investor for £1.5bn
- Monday, 08 November 2021
- Articles

Asset manager Abrdn and consumer investment platform Interactive Investor have today both confirmed that talks are taking place which could see Abrdn acquiring Interactive Investor (ii) for £1.5bn.
Read more ...Fairstone acquires £150m Northern Ireland adviser
- Wednesday, 03 November 2021
- Articles

Fairstone, which incorporates one of the UK’s largest Chartered Financial Planning firms, has fully acquired its Ulster arm Fairstone NI.
Read more ...US private equity firm is new owner of Progeny
- Friday, 29 October 2021
- Articles

US-based private equity firm Further Global Capital Management is to acquire a majority stake in expanding Financial Planner Progeny for an undisclosed sum, a move which may accelerate Progeny's expansion.
Read more ...Fairstone acquires Chartered Planner Chadney Bulgin
- Thursday, 07 October 2021
- Articles

Fairstone has acquired the major Southern Chartered Financial Planning group Chadney Bulgin, adding £850m in assets under management.
Read more ...Tilney Smith & Williamson targets retiring advisers
- Wednesday, 06 October 2021
- Articles

Wealth manager and Financial Planner Tilney Smith & Williamson is targeting retiring financial advisers who want to transfer their client books to Tilney.
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