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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.

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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.

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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 …

Gabrielle Beaumont, CEO, One Four Nine Group

One Four Nine acquires Chartered Financial Planner

Details
06 November 2024
  • mergers
  • One Four Nine Group
  • Gabrielle Beaumont
  • Castlegate Capital

The Financial Planning arm of national financial adviser One Four Nine Group has acquired Nottingham-based Castlegate Capital, a Chartered Financial Planning firm.

Read more …

Rockhold website

7IM acquires MPS provider Rockhold from ASHL

Details
01 November 2024
  • 7IM
  • ASHL
  • mergers
  • Rockhold Asset Management

Investment platform and wealth manager 7IM has today struck a deal to acquire £2bn AUM MPS provider Rockhold Asset Management from national adviser firm ASHL.

Read more …

80Twenty team

Foster Denovo acquires £500m AUM/A Midland adviser firm

Details
29 October 2024
  • foster denovo
  • Roger Brosch
  • mergers
  • Leistershire
  • 80Twenty

 

Financial Planning-focused national adviser Foster Denovo has acquired East Midlands financial adviser firm 80Twenty.

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PSGS website announcement on the deal

Failed SIPP firm sold to 2 competitors

Details
28 October 2024
  • London & Colonial
  • mergers
  • Evelyn Partners
  • PSG SIPP Ltd
  • PSGS
  • Alltrust Services Limited
  • Unity SIPP

Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.

Read more …

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