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  • Kingswood buys Lincs Chartered Planner for £3.5m 

    Kingswood CEO David Lawrence
  • Curtis Banks confirms bid approach from Nucleus

    Curtis Banks website
  • Kingswood buys Chartered Planner firm for £12.4m

    Kingswood CEO David Lawrence
  • Alltrust buys failed Rowanmoor Personal Pensions

    Alltrust website
  • Fairstone acquires £170m FUM Complete Financial Planning

    Fairstone CEO Lee Hartley
  • WestBridge acquires SSAS book from Rowanmoor

    Westbridge website
  • Guernsey-firm acquires SIPP provider Alltrust

    UAP Group
  • Perspective snaps up 12th adviser firm in 2022

    Perspective CEO Ian Wilkinson
  • Kingswood buys Berks Financial Planner for £6.2m

    Kingswood CEO David Lawrence
  • Fairstone buys £200m FUM Devon Financial Planner

    Fairstone CEO Lee Hartley
  • Furnley House acquires Midlands IFA firm

    Furnley House website
  • Nucleus to buy Curtis Banks for £242m

    Nucleus website
  • Skerritts buys £62m AUM Kent Financial Planner

    Skerritts website
  • Kingswood completes £6.2m deal to buy Planner firm

    Kingswood website
  • Evelyn makes senior hires in Scotland   

    Evelyn Partners logo
  • Chartered Planner acquires London Planning firm

    HFMC Wealth website
  • Perspective snaps up Bucks Chartered Financial Planner

    Perspective's Ian Wilkinson
  • Fairstone buys £450m FUM Surrey Financial Planner

    Fairstone CEO Lee Hartley
  • Radiant expands in North with Yorkshire acquisition

    Simon Cogman-Hellier
  • Evelyn boosts Northern footprint with acquisition 

    Evelyn Partners logo
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