Welcome to the latest edition of PA’s Deal Dive, your quarterly advice merger and acquisition (M&A) round-up. We dig into deal trends and drivers in this regular series.
Who's buying? The Penny Group was in the M&A headlines once again in Q3, this time snapping up Kettering-based advice firm Isham Financial Centre. Regular consolidation player Perspective also announced five more completed deals in August, bringing its total number of acquisitions to 121. The five firms were: Lifestyle Financial Services, Sirius Money Management, Mat White Financial Services, Sapient Wealth Management and Bayham Wealth. Finli group also ramped up its acquisition momentum, as it snapped up nine more financial advice firms last quarter. It acquired Accomplish Wealth M...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
