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Wealth manager M&A soars to £137bn in 2022

Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).

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Chartered Planner acquires Kent IFA firm

Wimbledon-based Chartered Financial Planning firm Holborn Financial has acquired the business of retiring IFA Gary Cook, principal of Gary Cook Financial Services of Maidstone, Kent.

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Mattioli buys Northern Ireland Planner for £15m

SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner Doherty Pension & Investment Consultancy for £15.048m. 

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Moore Kingston buys specialist Financial Planner

Major global accountancy firm Moore Kingston Smith LLP has acquired Devon-based education specialist Financial Planner Pilot Financial.

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