Financial Planning firm MAC Financial has acquired the business of Island Financial Solutions (IFS).

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Chartered Financial Planner firm Fiducia Wealth Management has been bought out by its management.

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Expanding Chartered Financial Planner firm Lucas Fettes Financial Planning has acquired a fellow Chartered Financial Planner firm, Andrew Dickson of Suffolk.

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Momentum Global Investment Management (MGIM) has agreed to acquire Seneca, creating an asset manager with £4.7bn in assets under management.

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Two expanding regional accountancy firms with Financial Planning arms are to combine following a £20m takeover deal.

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The acquisition of Talbot and Muir by fellow SIPP provider Curtis Banks has satisfied its pre-conditions, including approval from the Financial Conduct Authority.

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Fidelity has acquired low cost financial services dealing firm Cavendish Online and will add it to its Personal Investing platform.

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Investment platform 7IM has acquired London-based Financial Planning firm Partners Wealth Management.

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Wednesday, 30 September 2020
Articles

 

Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.

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Fast-growing Financial Planner Perspective Financial Group has appointed Sam Smith as its group acquisitions director as it looks to finalise more deals.

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