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 was buying in Q4 MKC Wealth kicked off the Q4 advice deal momentum with its purchase of four financial advice firms. The sums were undisclosed, but its swoop of Money Flow, Goldcrest Financial Planning, Berg-Davies Associates and Sherpa Financial Solutions added to MKC Wealth's presence in Kingston-Upon-Thames, Surrey, Suffolk and London Borough of Hillingdon. Hoxton Wealth then made the acquisition headlines again by acquiring Haven IFA in Manchester, adding £140m to its assets under management (AUM) bank. Early November then saw Twelve Wealth Management and Azets Wealth Manage...
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