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  • Atomos buys 2 regional adviser firms

    Chris Kraft of Atomos
  • FCA warns firms on selling client banks

    FCA logo
  • Wealth manager buys 3rd Planner firm in £2.4m deal

    TEAM website
  • Perspective adds £190m AUM with two acquisitions

    Ian Wilkinson, chief executive, Perspective
  • Söderberg takes 'significant' stake in Chartered Planner

    Söderberg website
  • Chartered Planner buys Punter Southall FP arm

    Tom Barnett, managing director of Craven Street Wealth
  • Ascot Lloyd hunts for new CEO as Stockton exits

    Ascot Lloyd CEO Nigel Stockton
  • Virgin Money buys out Abrdn JV for £20m

    Virgin Money Investments website
  • Global CFP numbers rise 5% with growth in UK

    CFP Numbers: Global Growth. Source: FPSB
  • MKC acquires Wealth for Women planning firm

    Mary Waring of Wealth for Women
  • £17bn AUM wealth manager created as 2 firms merge

    L-R: Guy McGlashan and Nick Tucker
  • Fairstone steps up acquisition plans in 2024

    Fairstone CEO Lee Hartley
  • Nationwide to snap up Virgin Money for £2.9bn

    Virgin Money website
  • PE firm Pollen Street to buy Mattioli Woods for £432m

    Mattioli Woods CEO Ian Mattioli
  • Craven Street absorbs Punter Southall Financial Planning arm

    Tom Barnett of Craven Street Wealth
  • Wren Sterling strikes first takeover deal of 2024

    Wren Sterling CEO James Twining
  • Fidelius CEO steps down as Swedes’ stake approved

    Outgoing Fidelius CEO Jim Grant
  • Titan Wealth snaps up £4bn AUM Bristol Planner Aspira

    Aspira website
  • Valuations for IFA businesses drop

    Gunner & Co website
  • Redmayne to acquire Blankstone Sington client assets

    Redmayne Bentley website
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