Wealth manager and Financial Planner Titan Wealth has acquired £590m AUA Chester-based Financial Planning firm Innes Reid Investment Limited, for an undisclosed amount.
Wealth and investment manager W1M has acquired rival Vermeer Partners, which has more than £2bn in AUM, for an undisclosed amount.
Regional Financial Planner Cooper Parry Wealth has acquired Wimbledon-based Chartered Financial Planner Gem & Co for an undisclosed amount.
Consolidator Verso Wealth Management has acquired Midlands-based Chartered Financial Planning firm Everlong Wealth Limited for an undisclosed sum.
Shareholders of troubled wealth manager WH Ireland will vote on Thursday on the recommended acquisition by rival wealth manager Team.
Bristol-based Financial Planning firm Integrity365 has acquired another Bristol Financial Planning firm Brooks Wealth Management for an undisclosed amount.
Wealth manager and Financial Planner Titan Wealth Planning has acquired £650m AUA Bath Financial Planning firm Morgans Limited, for an undisclosed amount.
Consolidator Futura Financial Services has acquired Jones Financial of Norwich for an undisclosed amount.
Bristol-based wealth manager and Financial Planning firm Clifton Wealth Partnership has acquired Welsh Financial Planning firm Lifestyle Financial Advice for an undisclosed amount.
The shareholders of troubled wealth manager WH Ireland have given the green light for an all-share merger with fellow wealth manager Team.
Chartered Financial Planning firm Craven Street Wealth has acquired Canterbury-based Pharon Independent Financial Advisers for an undisclosed amount.
Wealth manager and Financial Planner Titan Wealth is acquiring South Wales advice firm Thomas Carroll IFA, for an undisclosed amount.
London-based Twelve Wealth Management (TWM) has acquired fellow St James’s Place partner firm Smith Hobbs Wealth Management for an undisclosed sum.
Azets Wealth Management has agreed a deal to acquire Chartered Financial Planning firm Evans Falco LLP.
South west Financial Planner and accountancy firm Old Mill has been acquired by accountancy, wealth management and legal advisory business Kinbrook Group for an undisclosed amount.
Coventry-based BRI Wealth Management has completed its acquisition of Gloucestershire-based financial advisory firm, FutureFocus Advisory Limited, for an undisclosed amount.
SIPP and SSAS provider InvestAcc Group has completed its acquisition of the AJ Bell Platinum SIPP and SSAS business for £25m.
Fast-growing international Financial Planning firm Hoxton Wealth has acquired Manchester-based advice firm Haven IFA for an undisclosed amount.
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