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  • TEAM completes double adviser acquisition

    TEAM's website
  • Evelyn acquires Beaconsfield Planner firm

    Steve Wilson, founder of 2hWealthcare
  • Tatton completes £7m DFM acquisition

    Tatton Asset Management's website
  • Verso acquires Glasgow Planner firm

    Verso Wealth Management is a digitally-driven wealth management group
  • Financial Planner completes double acquisition

    The acquisitions bring £1.1bn in assets under management to Finitor.
  • STM completes £3.3m Mercer SIPP business acquisition

    Alan Kentish, CEO of STM
  • Evelyn acquires Newcastle Chartered Planner firm

    Scholes & Brown has joined under Evelyn Partners' succession scheme
  • Consolidator Radiant acquires 2 Scottish Planners

    Simon Cogman-Hellier, CEO of Radiant Financial Group, said the firm is looking for more Scottish acquisitions
  • Brewin acquisition by RBC gains regulatory approval

    Brewin Dolphin's website
  • Frenkel Topping acquires 2 firms

    Frenkel Topping's website
  • Radiant Financial Group acquires 3 adviser firms

    Simon Cogman-Hellier, CEO at Radiant Financial Group
  • Kingswood enters Irish market with £23m acquisition

    David Lawrence, CEO at Kingswood Group
  • Adviser trainer acquired by education consolidator

    Redmill offers remote training including reading materials, videos, e-learning content, assessments and exams.
  • Brooks Macdonald buys Manchester Planner

    Brooks Macdonald's Andrew Shepherd
  • Hurst Point acquires 2-office wealth manager

    Hurst Point logo
  • Progeny buys 3-office South East Chartered Planner

    Steve Burns, managing director of Lewis Brownlee Financial Services
  • Benchmark takes stake in West Midlands Chartered Planner

    Gavin Roberts, owner and Chartered Financial Planner at Chartered Independent
  • Curtis Banks confirms bid approach from Nucleus

    Curtis Banks website
  • Verso boosts assets by £725m with 2 Planner acquisitions

    Verso has completed five acquisitions in 2022, including four Financial Planning and wealth management firms.
  • Perspective snaps up 12th adviser firm in 2022

    Perspective CEO Ian Wilkinson
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