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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 …

Titan Wealth joint CEO Andrew Fearon

Titan Wealth buys £525m AUM Jersey Financial Planner

Details
24 January 2025
  • mergers
  • Titan Wealth Planning
  • Advisa Wealth

Wealth manager and investment firm Titan Wealth has continued its acquisition trail with a deal to buy £535m AUM Jersey Financial Planning firm Advisa Wealth.

Read more …

Canada Life offices

Consolidator snaps up Canada Life’s onshore bond arm

Details
23 December 2024
  • Canada Life
  • mergers
  • Chesnara
  • onshore bonds

 

Expanding European life and pensions consolidator Chesnara has acquired Canada Life’s onshore bond arm.

Read more …

Andrew Fearon, joint group CEO and head of M&A at Titan Wealth

Titan Wealth acquires Financial Planner IWP

Details
18 December 2024
  • IWP
  • mergers
  • Titan Wealth Planning
  • AndrewFearon

Wealth manager and investment firm Titan Wealth has acquired Financial Planning rival Independent Wealth Planners (IWP).

Read more …

ASHL website

ASHL sells off LYNC Wealth Management

Details
06 November 2024
  • 7IM
  • ASHL
  • mergers
  • LYNC

National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal to sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.

Read more …

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