Cardiff-based Financial Planning firm Penguin Wealth Planners has acquired the client book of Cowbridge-based Seren Financial Advisers after securing a £500,000 loan.

Chartered Financial Planning firm Fairstone has opened a major new hub in Cardiff as it expands its presence in Wales.

Fast-growing financial Planner Finli Group, formerly Solomon Capital Holdings, has added a further six Financial Planning firms, to bring its total number of acquisitions in the last four months to 11.

Wealth manager and Financial Planner Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.