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  • Tatton to acquire 50% of DFM 8AM for £7m

    Tatton Asset Management's website
  • Change in Private Equity owners for Ascot Lloyd

    Nigel Stockton, CEO of Ascot Lloyd
  • Hybrid advice start-up acquires London IFA

    Aventur was co-founded by Thomas Young and Stacey Body in April 2021.
  • Perspective acquires £50m AUM Cambridgeshire Planner

    Ian Wilkinson, CEO of Perspective, said the firm expects to make several more acquisitions this year and next year.
  • Private Equity-backed Planner makes 2 acquisitions

    Chartered Financial Planning firm Skerritts' website
  • Fairstone acquires £135m AUM Chartered Planner

    Fairstone CEO Lee Hartley
  • Tilney acquires Scottish Financial Planning firm

    Tilney Smith & Williamson plans to rebrand to Evelyn Partners this summer
  • Irwin Mitchell acquires Cheshire £100m AUM Chartered Planner

    Mark Shotton, managing director at TWP Wealth, who will head up the combined TWP and Irwin Mitchell wealth management service
  • Progeny acquires Hampshire Planner

    Neil Moles, CEO of Progeny
  • Kingswood completes acquisition of Lincolnshire IFA

    Kingswood's website
  • Ex-Quilter duo to acquire Beaufort Group

    Beaufort Group and co-chair Simon Goldthorpe will join the Solomon executive team
  • AssetCo acquires fund manager SVM for £10.7m

    Martin Gilbert, chairman of AssetCo
  • Fintech enters advice market with Tiger Financial deal

    Tiger Financial & Asset Management's website
  • Progeny acquires Fry Group for international expansion

    Neil Moles, CEO of Progeny
  • Saltus acquires London Chartered Financial Planning firm

    Saltus' website
  • Options parent acquires Mercer SIPP business in £3.3m deal

    Alan Kentish, CEO of STM Group
  • Private equity-backed firm acquires Metis Wealth

    Hurst Point Group was launched in 2019 to manage investments by private equity firm The Carlyle Group in the UK wealth sector
  • Glasgow Planner sells client book to Evelyn Partners

    Callan Anderson, founder and owner of boutique Financial Planning firm Equilibrium Financial Consultancy
  • Private Equity firm PCP takes majority stake in Saltus

    Saltus' website
  • Phoenix Group to acquire Sun Life in £248m deal

    Phoenix rebranded its visual identity earlier this year to reflect its more consumer-led brand.
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