• Eight Financial Advice has acquired Banbury-based fellow St James’s Place partner practice Swann Financial for an undisclosed sum.

  • Guinness Global Investors is to acquire Foresight Group’s public markets division, Foresight Capital Management (FCM), to expand its real asset strategies.

  • Chartered Financial Planning firm Beckett Investment Management has acquired fellow East Anglian advice firm Norfolk & Suffolk Financial Services for an undisclosed sum.

  • Private equity firm Harwood Private Equity’s £65.8m takeover of Frenkel Topping, a Salford-based financial adviser and professional services firm, has moved a step closer after receiving FCA approval.

  • Accredited Financial Planning firm AAB Wealth has acquired Jane Smith Financial Planning for an undisclosed sum.

  • French wealth management firm Groupe Allen has entered the UK-market with the acquisition of London-based Altyx Financial Planning for an undisclosed sum.

  • Cheshire-based IFA network Corbel has made its eighteenth acquisition since 2023 under its succession proposition.

  • Absolute Financial Groups has acquired four Financial Planning firms in the North West of England, adding £577m in assets under advice.

  • Wealth management firm Isio is to acquire fintech and AI-driven technology and investment firm Collidr for an undisclosed sum.

  • Clifton Wealth Partnership has acquired Hertfordshire-based Financial Planning firm Dukes IFA for an undisclosed sum.

  • SSAS administrator and tax adviser WBR Group has acquired the small self-administered pension scheme (SSAS) book of Manchester‑based Financial Planning firm Carpenter Rees for an undisclosed sum.

  • Financial Planning and wealth management group Shackleton has acquired Surrey-based firm Arundel Wealth Management, a specialist Financial Planning firm for sports professionals.

  • Private-equity backed MWA Financial has acquired Wiltshire-based Hawthorn Financial Services for an undisclosed amount.


    The London-based firm said it has an ongoing ambition to build a national advice and planning business.

    In 2021 it acquired Hampshire-based Prosperity Financial Advisors & Stockbrokers as part of its strategy to become a national IFA firm.

    The latest acquisition, adds a client base of more 70 families to the group and will see Hawthorn founder Derek Avenell join MWA as an adviser with immediate effect.

    Cam Banks, MWA chief executive, said: “Hawthorn Financial Services is a tremendous business with a high-quality, loyal and long-standing client base. We are thrilled to welcome Derek to MWA and are looking forward to what we can achieve together.”

    Mr Avenell said: ''I am a big fan of what Cam and the team are doing and how they approaching the advice market in the UK. It is great to be part of the MWA team and able to make the most of all that brings for our clients.''

    Following the acquisition, MWA Financial Advice now serves nearly 2,500 clients across several UK locations overseeing approximately £950m of AUA, supported by more than 50 staff.

    MWA Financial was founded in 2016 by Mr Banks with the aim of building a leading UK financial advice business centred on holistic planning and long-term client outcomes.

    Ed Rosengarten joined as executive chairman in 2021 to help execute the group’s growth strategy. He had previously had senior leadership experience at firms including Smith & Williamson and M&G, where he was chief executive of the firm’s equity business.

    The latest deal was completed with the support of Frontier Development Capital (FDC) and Coniston Capital, whose investment in MWA in 2023 provided the long-term growth capital required to support the group’s acquisition strategy.


  • Pensions administrator Aptia has acquired Pension Decision Service from Mercer for an undisclosed amount.

  • Pension admin specialist Confier Wealth has expanded its SIPP and SSAS services with a trio of acquisitions under its Intrusted Pension Services umbrella.

  • Moore Kingston Smith LLP, a multi-disciplinary professional services firm with a significant Financial Planning arm, has expanded into the South of England with the acquisition of Moore South.

  • Financial Planning firm Finli Group has completed six advice firm acquisitions in the first quarter of the year.

  • Consolidator Absolute Financial Group has acquired three Financial Planning firms, adding £255m in assets under advice.

  • Standard Life has acquired financial provider Aegon UK for £2bn in a deal that will create one of the country’s largest retirement savings and income businesses with 16m customers.

  • Chartered Financial Planning firm One Four Nine Wealth has acquired York-based Mowatt Financial Planning for an undisclosed amount.