US private equity firm Flexpoint Ford LLC has agreed a £224.5m cash takeover of Financial Planning group AFH.
Hurst Point Group has revealed today that it acquired 5 Financial Planning firms in 2020 with more deals on the way.
Wealth manager St James’s Place is to cut 200 jobs from its workforce following a review of the business.
Adviser network Sesame Bankhall Group has given expanded roles to Richard Howells and Ross Liston as part of an exec reshuffle.
AIM-listed adviser platform Nucleus, currently subject to a takeover battle, has reported assets under advice up by 8.1% to £17.4bn for Q4 2020.
Platform engine FNZ is to appeal against the Competition and Markets Authority’s order to sell off its recent acquisition and rival GBST.
Focus Financial Partners, a leading US wealth advisory firm, has acquired Cheshire-based Watterson Financial Planning.
Investment management and SIPP provider Redmayne Bentley has reported a 27% increase in profits for its latest financial year thanks to a strong final quarter.
Wealth manager and Financial Planner Kingswood is to raise a further £20m to fund its acquisition war-chest.
Wealth manager has completed the £7.8m takeover of Chartered Financial Planner firm Harpsden Wealth Management it announced in November.
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