Long-standing equity release provider Hodge is to exit the equity release and annuity markets by selling Hodge Life Assurance Company to a US firm.
Read more ...Mattioli buys London Planner for £2.34m
- Wednesday, 03 February 2021
- Articles
Wealth manager and SIPP provider Mattioli Woods has bought London-based Financial Planner Montagu Limited in a deal worth up to £2.34m.
Read more ...Frenkel Topping acquires 2 law firms
- Tuesday, 02 February 2021
- Articles
Financial adviser Frenkel Topping has acquired two specialist clinical injury law firms for a total of £9m only a few months after revealing it was shifting its strategy away from acquiring adviser firms.
Read more ...LSE completes £20bn acquisition of Refinitiv
- Friday, 29 January 2021
- Articles
The London Stock Exchange Group has completed its £20bn acquisition of global data provider Refinitiv in an all-share deal.
Read more ...North Wales Planner buys firm’s IFA arm
- Wednesday, 27 January 2021
- Articles
North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.
Read more ...Vintage to acquire Chartered Planner’s firm
- Wednesday, 27 January 2021
- Articles
Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.
Read more ...Perspective close to acquiring 10 adviser firms
- Monday, 25 January 2021
- Articles
National Financial Planner and wealth manager Perspective has revealed plans to acquire more than 10 adviser firms over the next few months after announcing its 39th acquisition today.
Read more ...US private equity firm to buy AFH for £224.5m
- Monday, 25 January 2021
- Articles
US private equity firm Flexpoint Ford LLC has agreed a £224.5m cash takeover of Financial Planning group AFH.
Read more ...Hurst Point acquires 5 Planner firms in 2020
- Monday, 25 January 2021
- Articles
Hurst Point Group has revealed today that it acquired 5 Financial Planning firms in 2020 with more deals on the way.
Read more ...SJP to chop 200 roles after review
- Tuesday, 12 January 2021
- Articles
Wealth manager St James’s Place is to cut 200 jobs from its workforce following a review of the business.
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